Filings through .
Sponsor portfolio
Jake R Whitmire Attorney at Law, LLC
EIN 45-1610947Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
1
Retirement
1
$350K assets
Welfare
0
Participants
5
711 BENNETT AVE - MEDFORD, OR 97504541-772-0337
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 | THE ESTATE PLANNING GROUP 401(K) PLAN | 401(k) | $350K | 5 | 2025 |
Retirement plans