Sponsor portfolio

WHITNEY PENSION ASSOCIATES, INC.

EIN 04-3314028financial servicesLatest filing 2025

Plans

Retirement

$1.7M assets

Welfare

Participants

80 N. MAIN STREET - WHITE RIVER JUNCTION, VT 05001802-296-6500whitneypension.comLinkedIn1-10 employeesfinancial services

Plans on this EIN

1 filing

#004401k-$1.7M - 6 part

Plan deep-dives

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Retirement#004

WHITNEY PENSION ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN

401k

Assets$1.7M

Participants6

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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers

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Single plan on file. The full analytics live on the plan detail page - drill in to see them.

Retirement plans1

Plan #	Name	Type	Assets	Participants	Latest year
004	WHITNEY PENSION ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN	401k	$1.7M	6	2025

Retirement plans