How big is Patrick Whitaker's plan?

Patrick Whitaker's plan reported $1.6M in assets and 3 participants for 2025.

Original filing (PDF)20260330131439NAL0005395555001

Patrick Whitaker

Name: Patrick Whitaker — Whitaker Financial Services, Form 5500 (2025)
Creator: Patrick Whitaker
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Whitaker Financial Services 401(k) Profit Sharing Plan

401(k) retirement plan · Patrick Whitaker's Whitaker Financial Services 401(k) Profit Sharing Plan held $1.6M in plan assets for 3 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

People on this filing

Patrick J. Whitaker signed Patrick Whitaker's 2025 Form 5500 as plan administrator.

Patrick J. Whitaker — 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

Patrick Whitaker's EIN is 77-0326609.

EIN 77-0326609

Plan number 001

Plan year 2025

ACK ID 20260330131439NAL0005395555001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Patrick Whitaker from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Patrick Whitaker's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a self-directed brokerage window.

Decision-maker contacts

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

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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