Sponsor portfolio
WHOLEHAN MARKETING, INC.
EIN 34-1551531insuranceLatest filing 2025
Plans
2
Retirement
1
$489K assets
Welfare
1
Participants
19
Plans on this EIN
2 filingsPlan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
WHOLEHAN MARKETING, INC. 401(K) PLAN
401k
Assets$489K
Participants14
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Welfare#501
WHOLEHAN MARKETING ASSOC SOCA BENEFIT PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
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Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | WHOLEHAN MARKETING, INC. 401(K) PLAN | 401k | $489K | 14 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | WHOLEHAN MARKETING ASSOC SOCA BENEFIT PLAN | Self Funded | - | $0 | 0 | 2025 |
Retirement plans
Welfare plans