How big is The Whaley Group, LLC's plan?

The Whaley Group, LLC's plan reported $121K in assets and 3 participants for 2025.

Original filing (PDF)20260416102152NAL0027982592001

The Whaley Group, LLC

Name: The Whaley Group, LLC — The Whaley Group, LLC 401(k), Form 5500 (2025)
Creator: The Whaley Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Whaley Group, LLC 401(k) Plan

401(k) retirement plan · The Whaley Group, LLC's The Whaley Group, LLC 401(k) Plan held $121K in plan assets for 3 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$121K

Net assets (EOY)

$121K

People on this filing

Evan Whaley signed The Whaley Group, LLC's 2025 Form 5500 as plan administrator.

Evan Whaley — 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

The Whaley Group, LLC's EIN is 84-4005634.

EIN 84-4005634

Plan number 001

Plan year 2025

ACK ID 20260416102152NAL0027982592001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for The Whaley Group, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

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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

Knocking points off