The Whalen Company 401(k) Plan
Sponsored by The Whalen Company · EIN 520784012 · Plan #002
- Total assets
- $11.7M
- Net assets
- $11.7M
- Active participants
- 131
- With balances
- 164
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Kestra Advisory Services, Llc CRD 283330 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| The Vanguard Group, Inc. | Recordkeeping, Recordkeeping fees, Other fees | $21,321 |
| Kestra Advisory Services. | Investment advisory (plan), Direct payment from the plan | $20,973 |