Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
HILLARY WHITAKER GALLERY
EIN 04-3719120fine artLatest filing 2024
Plans
2
Retirement
2
$623K assets
Welfare
0
Participants
5
240 A1A NORTH, SUITE 13 - PONTE VEDRA BEACH, FL 32082904-662-4863hwhitakergallery.comLinkedIn1-10 employeesfine art
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $623K assets / 5 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
HILLARY WHITAKER GALLERY CASH BALANCE PLAN
CashBalance
Assets$317K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
HILLARY WHITAKER GALLERY RETIREMENT PLAN
401k
Assets$306K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | HILLARY WHITAKER GALLERY CASH BALANCE PLAN | CashBalance | $317K | 3 | 2024 | |
| 001 | HILLARY WHITAKER GALLERY RETIREMENT PLAN | 401k | $306K | 2 | 2024 |
Retirement plans