Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
WHITTINGTON ASSOCIATES LLC
EIN 47-5341574Latest filing 2025
Plans
3
Retirement
2
$910K assets
Welfare
1
Participants
38
140 WHITTINGTON PKWY - LOUISVILLE, KY 40222502-649-4592
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $910K assets / 28 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
BARNES YOUNG 401(K) RETIREMENT SAVINGS PLAN
401k
Assets$910K
Participants26
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
BARNES YOUNG WEALTH MANAGEMENT CASH BALANCE PENSION PLAN
CashBalance
Assets$28
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
WHITTINGTON ASSOCIATES LLC CBS BENEFIT PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | BARNES YOUNG 401(K) RETIREMENT SAVINGS PLAN | 401k | $910K | 26 | 2024 | |
| 002 | BARNES YOUNG WEALTH MANAGEMENT CASH BALANCE PENSION PLAN | CashBalance | $28 | 2 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | WHITTINGTON ASSOCIATES LLC CBS BENEFIT PLAN | Self Funded | - | $0 | 0 | 2025 |
Retirement plans
Welfare plans