Whitley Penn LLP 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Whitley Penn LLP
  • Sponsor EIN: 752393478
  • Sponsor Address: 640 TAYLOR STREET, STE 2200, FORT WORTH, TX, 761022628
  • Plan Type: 401(k)
  • Plan Number: 505
  • Total Participants: 734
  • Total Assets: $0

Key Plan Design Features

  • Auto-Enrollment: No
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: No

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
2025734$0$0$0
2024744$0$0$0
2023754$0$0$0
2022677$0$0$0

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