How big is Whitney, Thompson & Jeffcoach, LLP's plan?

Whitney, Thompson & Jeffcoach, LLP's plan reported $9.4M in assets and 33 participants for 2024.

Original filing (PDF)20250727103935NAL0001255698001

Whitney, Thompson & Jeffcoach, LLP

Name: Whitney, Thompson & Jeffcoach, LLP — Whitney, Form 5500 (2024)
Creator: Whitney, Thompson & Jeffcoach, LLP
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Whitney, Thompson & Jeffcoach, LLP 401(k) Plan

401(k) retirement plan · Whitney, Thompson & Jeffcoach, LLP's Whitney, Thompson & Jeffcoach, LLP 401(k) Plan held $9.4M in plan assets for 33 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$9.4M

Net assets (EOY)

$9.4M

Plan identifiers

Whitney, Thompson & Jeffcoach, LLP's EIN is 82-3648022.

EIN 82-3648022

Plan number 001

Plan year 2024

ACK ID 20250727103935NAL0001255698001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Whitney, Thompson & Jeffcoach, LLP from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Whitney, Thompson & Jeffcoach, LLP's plan includes profit-sharing, a 401(k) feature, 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 WHITNEY, THOMPSON & JEFFCOACH, LLP.

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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