How big is Whatley Holdings LLC's plan?

Whatley Holdings LLC's plan reported $2.5M in assets and 19 participants for 2025.

Original filing (PDF)20260512103113NAL0005487203001

Whatley Holdings LLC

Name: Whatley Holdings LLC — Burns Commercial Properties, Form 5500 (2025)
Creator: Whatley Holdings LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Burns Commercial Properties 401(k) Plan

401(k) retirement plan · Whatley Holdings LLC's Burns Commercial Properties 401(k) Plan held $2.5M in plan assets for 19 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.5M

Net assets (EOY)

$2.5M

People on this filing

Mark Whatley signed Whatley Holdings LLC's 2025 Form 5500 as plan administrator.

Mark Whatley — 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

Whatley Holdings LLC's EIN is 81-0759038.

EIN 81-0759038

Plan number 002

Plan year 2025

ACK ID 20260512103113NAL0005487203001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

Whatley Holdings LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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

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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