How big is RP Whitney, LLC's plan?

RP Whitney, LLC's plan reported $616K in assets and 6 participants for 2024.

Original filing (PDF)20250806152419NAL0003970880001

RP Whitney, LLC

Name: RP Whitney, LLC — Roger Whitney 401(k) Plan, Form 5500 (2024)
Creator: RP Whitney, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Roger Whitney 401(k) Plan

401(k) retirement plan · RP Whitney, LLC's Roger Whitney 401(k) Plan held $616K in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$616K

Net assets (EOY)

$616K

People on this filing

Roger Whitney signed RP Whitney, LLC's 2024 Form 5500 as plan administrator.

Roger Whitney — 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

RP Whitney, LLC's EIN is 81-2759612.

EIN 81-2759612

Plan number 001

Plan year 2024

ACK ID 20250806152419NAL0003970880001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

RP Whitney, 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 RP WHITNEY, 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