WHALEN &

Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.

Plans served

Active participants

2,633

Total plan assets

$162.5M

Filings (rows)

Direct comp

$47K

Indirect comp

Aggregating 2 name variants under "WHALEN &"

WHALEN & CPAS3 WHALEN &1

SERVICES PROVIDED

Accountant / Auditor4

Top plans served

All 4 plans

Sponsor / Plan	Location	Service	Participants	Assets	Direct comp
QUANTUM HEALTH, INC. QUANTUM HEALTH, INC. 401(K) PLAN	DUBLIN, OH	Accountant / Auditor ACCOUNTANT\ AUDITOR	1,776	$63.4M	$7K
WD PARTNERS, INC. W D PARTNERS PROFIT SHARING PLAN	DUBLIN, OH	Accountant / Auditor ACCOUNTANT/AUDITOR	285	$39.7M	$18K
WD PARTNERS, INC. W D PARTNERS PROFIT SHARING PLAN