How big is Whetro Advisors Inc.'s plan?

Whetro Advisors Inc.'s plan reported $2K in assets and 4 participants for 2024.

Original filing (PDF)20251126141255NAL0004750993001

Whetro Advisors Inc.

Name: Whetro Advisors Inc. — Whetro Advisors Inc. SOCA, Form 5500 (2024)
Creator: Whetro Advisors Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Whetro Advisors Inc. SOCA Benefit Plan

Health & welfare plan · Whetro Advisors Inc.'s Whetro Advisors Inc. SOCA Benefit Plan held $2K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$2K

Net assets (EOY)

$636

People on this filing

Matt Appenzeller signed Whetro Advisors Inc.'s 2024 Form 5500 as plan administrator.

Matt Appenzeller — 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

Whetro Advisors Inc.'s EIN is 87-2786708.

EIN 87-2786708

Plan number 501

Plan year 2024

ACK ID 20251126141255NAL0004750993001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Whetro Advisors Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Whetro Advisors Inc.'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 WHETRO ADVISORS INC.

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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