Sponsor portfolio
WHALEN INSURANCE AGENCY, INC.
EIN 04-2761601Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
1
Retirement
1
$944K assets
Welfare
0
Participants
11
71 KING STREET - NORTHAMPTON, MA 01060413-586-1000
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | WHALEN INSURANCE AGENCY, INC. 401(K) PROFIT SHARING PLAN AND TRUST | 401k | $944K | 11 | 2025 |
Retirement plans