How big is Whitlock Ellis Wealth Management's plan?

Whitlock Ellis Wealth Management's plan reported $1.6M in assets and 4 participants for 2024.

Original filing (PDF)20250729181512NAL0001524851005

Whitlock Ellis Wealth Management

Name: Whitlock Ellis Wealth Management — Whitlock Ellis, Form 5500 (2024)
Creator: Whitlock Ellis Wealth Management
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Whitlock Ellis Wealth Management 401 K Plan

401(k) retirement plan · Whitlock Ellis Wealth Management's Whitlock Ellis Wealth Management 401 K Plan held $1.6M in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

Plan identifiers

Whitlock Ellis Wealth Management's EIN is 90-1035716.

EIN 90-1035716

Plan number 001

Plan year 2024

ACK ID 20250729181512NAL0001524851005

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Whitlock Ellis Wealth Management's plan includes a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WHITLOCK ELLIS WEALTH MANAGEMENT.

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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