How big is Whatley Financial Group, LLC's plan?

Whatley Financial Group, LLC's plan reported $1.7M in assets and 3 participants for 2024.

Original filing (PDF)20250923125717NAL0002565859001

Whatley Financial Group, LLC

Name: Whatley Financial Group, LLC — Whatley Financial, Form 5500 (2024)
Creator: Whatley Financial Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Whatley Financial Group, LLC 401(k) Plan

401(k) retirement plan · Whatley Financial Group, LLC's Whatley Financial Group, LLC 401(k) Plan held $1.7M in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

People on this filing

Warren Whatley signed Whatley Financial Group, LLC's 2024 Form 5500 as plan administrator.

Warren 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 Financial Group, LLC's EIN is 81-1039988.

EIN 81-1039988

Plan number 001

Plan year 2024

ACK ID 20250923125717NAL0002565859001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Whatley Financial Group, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Whatley Financial Group, LLC'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 WHATLEY FINANCIAL GROUP, 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