Original filing (PDF)20260507185154NAL0005757538001

WHG Partners, Inc. DBA Crenshaw Associates

Name: WHG Partners, Inc. DBA Crenshaw Associates — Form 5500 Plan 002 (2025)
Creator: WHG Partners, Inc. DBA Crenshaw Associates
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Crenshaw Associates 401(k) Plan

401(k) retirement plan · WHG Partners, Inc. DBA Crenshaw Associates' Crenshaw Associates 401(k) Plan held $2.0M in plan assets for 12 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.0M

Net assets (EOY)

$2.0M

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.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WHG PARTNERS, INC DBA CRENSHAW ASSOCIATES.

Plan sponsor

Name

WHG PARTNERS, INC DBA CRENSHAW ASSOCIATES

EIN

83-1992891all filings

Address

314 MT. HOLLY ROAD · KATONAH, NY · 10536

Phone

(212) 354-8850

Industry

All Other Professional Services· Professional & Technical Services

Plan administrator