How big is Whitlock & Weinberger's plan?

Whitlock & Weinberger's plan reported $6.7M in assets and 25 participants for 2024.

Original filing (PDF)20251005160223NAL0001688675001

Whitlock & Weinberger

Name: Whitlock & Weinberger — Whitlock & Weinberger, Form 5500 (2024)
Creator: Whitlock & Weinberger
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Whitlock & Weinberger Transportation, Inc. 401(k) Plan

Defined-contribution retirement plan · Whitlock & Weinberger's Whitlock & Weinberger Transportation, Inc. 401(k) Plan held $6.7M in plan assets for 25 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.7M

Net assets (EOY)

$6.7M

People on this filing

Michele Johnson signed Whitlock & Weinberger's 2024 Form 5500 as plan administrator.

Michele Johnson — 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

Whitlock & Weinberger's EIN is 77-0390893.

EIN 77-0390893

Plan number 001

Plan year 2024

ACK ID 20251005160223NAL0001688675001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Whitlock & Weinberger from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Whitlock & Weinberger's plan includes ERISA 404(c) participant direction.

Decision-maker contacts

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

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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