How big is The Whitlock Group LLC's plan?

The Whitlock Group LLC's plan reported $9K in assets and 3 participants for 2024.

Original filing (PDF)20250926105021NAL0010032544001

The Whitlock Group LLC

Name: The Whitlock Group LLC — The Whitlock Group LLC WHAT, Form 5500 (2024)
Creator: The Whitlock Group LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Whitlock Group LLC WHAT Benefit Plan

Health & welfare plan · The Whitlock Group LLC's The Whitlock Group LLC WHAT Benefit Plan held $9K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$9K

Net assets (EOY)

$7K

People on this filing

Kenneth Penn signed The Whitlock Group LLC's 2024 Form 5500 as plan administrator.

Kenneth Penn — 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 Whitlock Group LLC's EIN is 84-4030561.

EIN 84-4030561

Plan number 501

Plan year 2024

ACK ID 20250926105021NAL0010032544001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

The Whitlock Group LLC's plan includes health coverage.

Decision-maker contacts

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

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Plan health score (directional)

Limited public data — directional only

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 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Helping the score