Assets by plan
Share of aggregate retirement assets
- PROFIT SHARING PLAN (#001)$155.8M
- CASH BALANCE PLAN (#003)$13.7M
Filings through .
Whitley Penn, LLP
EIN 75-2393478accountingLatest filing 2025
Plans
3
Retirement
2
$169.5M assets
Health & Benefits
1
$301K premiums
Participants
1,917
640 TAYLOR STREET, SUITE 2200 - FORT WORTH, TX 76102817-259-9100whitleypenn.comLinkedIn501-1000 employeesaccounting
Plans on this EIN
3 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Retirement portfolio analytics
2 plans aggregated / $169.5M assets / 1,165 participants
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $301K premiums / 718 covered lives
Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$183K
- Life$115K
- Vision$65K
- Long-term disability$52K
See carrier and broker market share with Pro.
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- Top carriers and their premium share
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
WHITLEY PENN 401(K) PROFIT SHARING PLAN
401(k)
Assets$155.8M
Participants1,066
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#003
WHITLEY PENN CASH BALANCE PLAN
Cash balance
Assets$13.7M
Participants99
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#505
WHITLEY PENN LLP HEALTH & WELFARE PLAN
Mixed - UNITED OF OMAHA LIFE INSURANCE COMPANY
Premiums$301K
Covered lives718
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | WHITLEY PENN 401(K) PROFIT SHARING PLAN | 401(k) | $155.8M | 1,066 | 2025 |
| #003 | WHITLEY PENN CASH BALANCE PLAN | Cash balance | $13.7M | 99 | 2025 |
- #001 · 401(k) · 20251,066
- #003 · Cash balance · 202599
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #505 | WHITLEY PENN LLP HEALTH & WELFARE PLAN | Mixed | UNITED OF OMAHA LIFE INSURANCE COMPANY | $301K | 718 | 2025 |
- #505 · Mixed · UNITED OF OMAHA LIFE INSURANCE COMPANY · 2025718
Retirement plans
Health & Benefits plans