How big is Whalls Group, LLC's plan?

Whalls Group, LLC's plan reported $222K in assets and 7 participants for 2024.

Original filing (PDF)20250304091616NAL0004171267001

Whalls Group, LLC

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

Form 5500-SF

FILING_RECEIVED

Whalls Group, LLC 401(k) Plan

401(k) retirement plan · Whalls Group, LLC's Whalls Group, LLC 401(k) Plan held $222K in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$222K

Net assets (EOY)

$222K

People on this filing

Holly Whalls signed Whalls Group, LLC's 2024 Form 5500 as plan administrator.

Holly Whalls — 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

Whalls Group, LLC's EIN is 82-3178051.

EIN 82-3178051

Plan number 001

Plan year 2024

ACK ID 20250304091616NAL0004171267001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

Finding similar companies…

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