How big is Whittle Hamilton & Associates PC's plan?

Whittle Hamilton & Associates PC's plan reported $1.8M in assets and 12 participants for 2024.

Original filing (PDF)20250622202005NAL0005409297001

Whittle Hamilton & Associates PC

Name: Whittle Hamilton & Associates PC — WOH Safe Harbor, Form 5500 (2024)
Creator: Whittle Hamilton & Associates PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

WOH Safe Harbor 401(k) PS Plan Trust

401(k) retirement plan · Whittle Hamilton & Associates PC's WOH Safe Harbor 401(k) PS Plan Trust held $1.8M in plan assets for 12 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

People on this filing

David R. Whittle signed Whittle Hamilton & Associates PC's 2024 Form 5500 as plan administrator.

David R. Whittle — 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

Whittle Hamilton & Associates PC's EIN is 83-0320370.

EIN 83-0320370

Plan number 002

Plan year 2024

ACK ID 20250622202005NAL0005409297001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Whittle Hamilton & Associates PC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Whittle Hamilton & Associates PC's plan includes profit-sharing, a default investment (QDIA), a self-directed brokerage window, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WHITTLE HAMILTON & ASSOCIATES PC.

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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