Original filing (PDF)20250507220223NAL0018058960018

THE JAMES R. WHELAN AGENCY, LLC

Name: THE JAMES R. WHELAN AGENCY, LLC — THE JAMES R. WHELAN AGENCY 401(K) PLAN, Form 5500 (2024)
Creator: THE JAMES R. WHELAN AGENCY, LLC

Form 5500-SF

FILING_RECEIVED

THE JAMES R. WHELAN AGENCY 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$28K

Net assets (EOY)

$28K

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

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (12th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THE JAMES R. WHELAN AGENCY, LLC.

Plan sponsor

Name

THE JAMES R. WHELAN AGENCY, LLC

EIN

80-0272309all filings

Address

5001 S DIXIE HWY · SUITE B, #208 · WEST PALM BEACH, FL · 33405

Phone

(561) 432-0075

Industry

Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

402

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-05-07

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2S · Automatic enrollment

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

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

Service providers (Schedule C)

Small plans don't disclose service providers

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