Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
WHALEY FINANCIAL INC. DBA PALADIN ADVISOR GROUP, LLC
EIN 26-4339068Finance and InsuranceLatest filing 2024
Plans
2
Retirement
2
$2.3M assets
Welfare
0
Participants
8
8178 LARK BROWN ROAD, SUITE 201 - ELKRIDGE, MD 21075443-283-3482
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.3M assets / 8 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#001
WHALEY FINANCIAL INC. DBA PALADIN ADVISOR GROUP, LLC DEFINED BENEFIT PLAN
TraditionalDB
Assets$2.0M
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
WHALEY FINANCIAL INC. DBA PALADIN ADVISOR GROUP, LLC 401(K) PLAN
401k
Assets$313K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | WHALEY FINANCIAL INC. DBA PALADIN ADVISOR GROUP, LLC DEFINED BENEFIT PLAN | TraditionalDB | $2.0M | 3 | 2024 | |
| 002 | WHALEY FINANCIAL INC. DBA PALADIN ADVISOR GROUP, LLC 401(K) PLAN | 401k | $313K | 5 | 2024 |
Retirement plans