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Filings through Oct 24, 2026.

Sponsor portfolio

Whatley Kallas, LLP

EIN 45-4908496-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
1
Retirement
1
$15.4M assets
Welfare
0
Participants
30
PO BOX 10968 - BIRMINGHAM, AL 352020968205-488-1200
Plans on this EIN
1 filing
#001401(k)-$15.4M - 30 part

Plan deep-dives

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Retirement#001

WHATLEY KALLAS, LLP 401(K) PROFIT SHARING PLAN

401(k)

Assets$15.4M
Participants30
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Single plan on file. The full analytics live on the plan detail page - drill in to see them.

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001WHATLEY KALLAS, LLP 401(K) PROFIT SHARING PLAN401(k)$15.4M302025
Retirement plans
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