How big is Whitaker Sales, Inc.'s plan?

Whitaker Sales, Inc.'s plan reported $2.1M in assets and 10 participants for 2024.

Original filing (PDF)20251023101441NAL0002196387001

Whitaker Sales, Inc.

Name: Whitaker Sales, Inc. — Whitaker Sales, Inc. 401(k), Form 5500 (2024)
Creator: Whitaker Sales, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Whitaker Sales, Inc. 401(k) Plan

401(k) retirement plan · Whitaker Sales, Inc.'s Whitaker Sales, Inc. 401(k) Plan held $2.1M in plan assets for 10 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.1M

Net assets (EOY)

$2.1M

People on this filing

Donna Castles signed Whitaker Sales, Inc.'s 2024 Form 5500 as plan administrator.

Donna Castles — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Whitaker Sales, Inc.'s EIN is 64-0766371.

EIN 64-0766371

Plan number 001

Plan year 2024

ACK ID 20251023101441NAL0002196387001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Whitaker Sales, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Whitaker Sales, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WHITAKER SALES, INC..

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score