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WHITMAN / PETERSON, LLC

EIN 45-4269439-capital markets-Latest filing 2025
Plans
1
Retirement
1
$5.2M assets
Welfare
0
Participants
36
3075 TOWNSGATE RD, SUITE 210 - WESTLAKE VILLAGE, CA 91361818-483-1060whitmanpeterson.comLinkedIn11-50 employeescapital markets
Plans on this EIN
1 filing
#001401k-$5.2M - 36 part

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Retirement#001

WHITMAN PETERSON 401(K) PLAN

401k

Assets$5.2M
Participants36
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001WHITMAN PETERSON 401(K) PLAN401k$5.2M362025
Retirement plans
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