How big is Whitley Logistics, Inc.'s plan?

Whitley Logistics, Inc.'s plan reported $2.2M in assets and 62 participants for 2025.

Original filing (PDF)20260226071915NAL0005929104001

Whitley Logistics, Inc.

Name: Whitley Logistics, Inc. — Whitley 401(k) Plan, Form 5500 (2025)
Creator: Whitley Logistics, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Whitley 401(k) Plan

401(k) retirement plan · Whitley Logistics, Inc.'s Whitley 401(k) Plan held $2.2M in plan assets for 62 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.2M

Net assets (EOY)

$2.2M

People on this filing

Leann Penny signed Whitley Logistics, Inc.'s 2025 Form 5500 as plan administrator.

Leann Penny — 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

Whitley Logistics, Inc.'s EIN is 74-3094041.

EIN 74-3094041

Plan number 001

Plan year 2025

ACK ID 20260226071915NAL0005929104001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Whitley Logistics, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

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Plan health score

Above-average plan

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

Knocking points off