Filings through .
Sponsor portfolio
Susan Kan Whitaker, Sole Prop.
EIN 27-4164859Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
1
Retirement
1
$170K assets
Welfare
0
Participants
4
1 BELVEDERE PL., SUITE 200 - MILL VALLEY, CA 94941925-930-8906
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 | |
|---|---|---|---|---|---|---|
| 002 | LAW OFFICES OF SUSAN KAN WHITAKER CASH BALANCE PLAN | Cash balance | $170K | 4 | 2025 |
Retirement plans