Assets by plan
Share of aggregate retirement assets
73%top
Sponsor portfolio
EBELHAR WHITEHEAD, PLLC
EIN 27-2616366accountingLatest filing 2025
Plans
3
Retirement
2
$3.8M assets
Welfare
1
Participants
40
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $3.8M assets / 32 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
EBELHAR WHITEHEAD, PLLC 401(K) P/S PLAN
401k
Assets$2.8M
Participants15
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
EBELHAR WHITEHEAD, PLLC CASH BALANCE PLAN
CashBalance
Assets$1.0M
Participants17
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
EBELHAR WHITEHEAD PLLC CBS BENEFIT PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | EBELHAR WHITEHEAD, PLLC 401(K) P/S PLAN | 401k | $2.8M | 15 | 2025 | |
| 002 | EBELHAR WHITEHEAD, PLLC CASH BALANCE PLAN | CashBalance | $1.0M | 17 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | EBELHAR WHITEHEAD PLLC CBS BENEFIT PLAN | Self Funded | - | $0 | 0 | 2025 |
Retirement plans
Welfare plans