Original filing (PDF)20250710151752NAL0004145299001

WHITAKER OIL COMPANY

Name: WHITAKER OIL COMPANY — THE WHITAKER COMPANY, Form 5500 (2024)
Creator: WHITAKER OIL COMPANY

Form 5500-SF

FILING_RECEIVED

THE WHITAKER COMPANY

401(k) retirement plan

Active participants

119

Accounts w/ balance

122

Plan assets (EOY)

$12.4M

Net assets (EOY)

$12.4M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WHITAKER OIL COMPANY.

Plan sponsor

Name

WHITAKER OIL COMPANY

EIN

58-0704049

Address

1557 MARIETTA ROAD NW · ATLANTA, GA · 30318

Phone

(404) 355-8220

Industry

Wholesale Tradesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-10

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

Small plans don't disclose service providers

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