Sponsor portfolio
DAVID E. WHITAKER
EIN 52-1069781insuranceLatest filing 2025
Plans
2
Retirement
1
$772K assets
Welfare
1
Participants
6
Plans on this EIN
2 filingsPlan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
DAVID E. WHITAKER AGE-WEIGHTED PROFIT SHARING PENSION PLAN
ProfitSharing
Assets$772K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#001
DAVID E. WHITAKER AGE-WEIGHTED PROFIT SHARING PENSION PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | DAVID E. WHITAKER AGE-WEIGHTED PROFIT SHARING PENSION PLAN | ProfitSharing | $772K | 3 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 001 | DAVID E. WHITAKER AGE-WEIGHTED PROFIT SHARING PENSION PLAN | Self Funded | - | $0 | 0 | 2025 |
Retirement plans
Welfare plans