How big is Whaley Asset Management LLC's plan?

Whaley Asset Management LLC's plan reported $204K in assets and 9 participants for 2024.

Original filing (PDF)20250701120849NAL0012658257001

Whaley Asset Management LLC

Name: Whaley Asset Management LLC — Form 5500 (2024)
Creator: Whaley Asset Management LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

401(k) retirement plan · Whaley Asset Management LLC held $204K in plan assets for 9 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$204K

Net assets (EOY)

$204K

People on this filing

Nick Rice signed Whaley Asset Management LLC's 2024 Form 5500 as plan administrator.

Nick Rice — 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

Whaley Asset Management LLC's EIN is 85-0931571.

EIN 85-0931571

Plan number 001

Plan year 2024

ACK ID 20250701120849NAL0012658257001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Whaley Asset Management LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Whaley Asset Management 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 WHALEY ASSET MANAGEMENT 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

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

WHALEY ASSET MANAGEMENT LLC

EIN

all filings

Address

248 SCENIC HILL DRIVE · PARIS, TN · 38242

Phone

(731) 363-7910

Industry

Real Estate

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-01

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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