How big is Whitaker Bell's plan?

Whitaker Bell's plan reported $1.0M in assets and 9 participants for 2024.

Original filing (PDF)20250710095226NAL0003408915001

Whitaker Bell

Name: Whitaker Bell — Whitaker Bell 401(k) Plan, Form 5500 (2024)
Creator: Whitaker Bell
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Whitaker Bell 401(k) Plan

401(k) retirement plan · Whitaker Bell's Whitaker Bell 401(k) Plan held $1.0M in plan assets for 9 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.0M

Net assets (EOY)

$1.0M

People on this filing

Christina Whitaker signed Whitaker Bell's 2024 Form 5500 as plan administrator.

Christina Whitaker — 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

Whitaker Bell's EIN is 87-4083147.

EIN 87-4083147

Plan number 001

Plan year 2024

ACK ID 20250710095226NAL0003408915001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Whitaker Bell's plan includes ERISA 404(c) participant direction, a default investment (QDIA), profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WHITAKER BELL.

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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