Whalen Wealth Management, Inc.

Laurie Allen signed Whalen Wealth Management, Inc.'s 2024 Form 5500 as plan administrator.

• Laurie Allen — Plan Administrator — Form 5500 signer

Signer names are public record from the Form 5500 e-signature.

Whalen Wealth Management, Inc.'s EIN is 86-1343541.

Download the official 2024 Form 5500 (PDF) for Whalen Wealth Management, Inc. from the U.S. Department of Labor's EFAST2 system.

Whalen Wealth Management, Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.