How big is Whitney Strategic Services, LLC's plan?

Whitney Strategic Services, LLC's plan reported $854K in assets and 9 participants for 2025.

Original filing (PDF)20260520105244NAL0001526401001

Whitney Strategic Services, LLC

Name: Whitney Strategic Services, LLC — Form 5500 (2025)
Creator: Whitney Strategic Services, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

401(k) retirement plan · Whitney Strategic Services, LLC held $854K in plan assets for 9 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$854K

Net assets (EOY)

$854K

People on this filing

Christine Bellarosa signed Whitney Strategic Services, LLC's 2025 Form 5500 as plan administrator.

Christine Bellarosa — 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

Whitney Strategic Services, LLC's EIN is 81-3991425.

EIN 81-3991425

Plan number 001

Plan year 2025

ACK ID 20260520105244NAL0001526401001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Whitney Strategic Services, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WHITNEY STRATEGIC SERVICES, 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

Knocking points off