How big is The Whitaker Group's plan?

The Whitaker Group's plan reported $60K in assets and 1 participants for 2024.

Original filing (PDF)20250722075015NAL0001998673001

The Whitaker Group

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

Form 5500-SF

FILING_RECEIVED

The Whitaker Group LLC 401(k) Plan

401(k) retirement plan · The Whitaker Group's The Whitaker Group LLC 401(k) Plan held $60K in plan assets for 1 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$60K

Net assets (EOY)

$60K

People on this filing

Shirley Horner signed The Whitaker Group's 2024 Form 5500 as plan administrator.

Shirley Horner — 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 Whitaker Group's EIN is 88-0561065.

EIN 88-0561065

Plan number 001

Plan year 2024

ACK ID 20250722075015NAL0001998673001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

The Whitaker Group'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 THE WHITAKER GROUP.

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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