Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
WHITEBOARD MARKETING, INC.
EIN 20-4368649marketing and advertisingLatest filing 2025
Plans
4
Retirement
3
$3.5M assets
Welfare
1
Participants
51
5950 VENTURE DRIVE - DUBLIN, OH 43017614-562-1912whiteboard-mktg.comLinkedIn11-50 employeesmarketing and advertising
Retirement portfolio analytics
3 plans aggregated / $3.5M assets / 51 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#003
WHITEBOARD MARKETING, LLC CASH BALANCE PLAN
CashBalance
Assets$1.7M
Participants11
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
WHITEBOARD MARKETING, INC. 401(K) PLAN
401k
Assets$1.5M
Participants29
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
WHITEBOARD MARKETING, LLC PROFIT SHARING PLAN
ProfitSharing
Assets$288K
Participants11
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
WHITEBOARD MARKETING SOCA BENEFIT PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans3
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | WHITEBOARD MARKETING, LLC CASH BALANCE PLAN | CashBalance | $1.7M | 11 | 2024 | |
| 001 | WHITEBOARD MARKETING, INC. 401(K) PLAN | 401k | $1.5M | 29 | 2025 | |
| 002 | WHITEBOARD MARKETING, LLC PROFIT SHARING PLAN | ProfitSharing | $288K | 11 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | WHITEBOARD MARKETING SOCA BENEFIT PLAN | Self Funded | - | $0 | 0 | 2025 |
Retirement plans
Welfare plans