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  2. Whelan Advisory LLC

Filings through Oct 24, 2026.

Sponsor portfolio

Whelan Advisory LLC

EIN 47-3098778-Finance and Insurance-Latest filing 2025
Plans
1
Retirement
1
$590K assets
Welfare
0
Participants
6
8600 TWIN LAKE DR - BOCA RATON, FL 33496212-300-7382
Plans on this EIN
1 filing
#001401(k)-$590K - 6 part

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Retirement#001

WHELAN ADVISORY LLC - 401(K) PLAN

401(k)

Assets$590K
Participants6
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001WHELAN ADVISORY LLC - 401(K) PLAN401(k)$590K62025
Retirement plans
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