Sponsor portfolio
WHITEHALL & COMPANY LLC
EIN 27-2562810investment bankingLatest filing 2025
Plans
1
Retirement
1
$2.0M assets
Welfare
0
Participants
21
501 WEST AVE, SUITE 4104 - MIAMI BEACH, FL 33139212-205-1399whitehallandcompany.comLinkedIn11-50 employeesinvestment banking
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 | |
|---|---|---|---|---|---|---|
| 001 | WHITEHALL & COMPANY 401K & PROFIT SHARING PLAN | 401k | $2.0M | 21 | 2025 |
Retirement plans