Original filing (PDF)20250624105950NAL0006760801003

RILEY WHALEN INC

Name: RILEY WHALEN INC — RILEY WHALEN, INC., Form 5500 (2024)
Creator: RILEY WHALEN INC

Form 5500-SF

FILING_RECEIVED

RILEY WHALEN, INC.

Defined-contribution retirement plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$497K

Net assets (EOY)

$497K

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for RILEY WHALEN INC.

Plan sponsor

Name

RILEY WHALEN INC

EIN

88-2795335

Address

390 PACKETTS LANDING · FAIRPORT, NY · 14450

Phone

(585) 430-1870

Industry

Finance & Insurancesee all

Plan administrator

Name

RILEY WHALEN INC.

EIN

88-2795335

City

FAIRPORT, NY

Phone

(585) 430-1870

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-06-24

Pension benefit codes

2E · Profit-sharing

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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