How big is Whiting, Cotter and Hurlimann's plan?

Whiting, Cotter and Hurlimann's plan reported $1.2M in assets and 7 participants for 2024.

Original filing (PDF)20250829171918NAL0006368483001

Whiting, Cotter and Hurlimann

Name: Whiting, Cotter and Hurlimann — Whiting, Cotter and, Form 5500 (2024)
Creator: Whiting, Cotter and Hurlimann
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Whiting, Cotter and Hurlimann, LLP 401(k) and PSP

401(k) retirement plan · Whiting, Cotter and Hurlimann's Whiting, Cotter and Hurlimann, LLP 401(k) and PSP held $1.2M in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

Plan identifiers

Whiting, Cotter and Hurlimann's EIN is 81-4844263.

EIN 81-4844263

Plan number 002

Plan year 2024

ACK ID 20250829171918NAL0006368483001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Whiting, Cotter and Hurlimann from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Whiting, Cotter and Hurlimann's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WHITING, COTTER AND HURLIMANN.

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (85th percentile).

Plan sponsor

Name

WHITING, COTTER AND HURLIMANN

EIN

all filings

Address

1851 E. FIRST ST · SUITE 430 · SANTA ANA, CA · 92705

Phone

(714) 866-0714

Industry

Law Offices· Professional & Technical Services

Plan administrator