Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
WHITLEY PENN LLP
EIN 75-2393478accountingLatest filing 2025
Plans
3
Retirement
2
$145.2M assets
Welfare
1
$301K premiums
Participants
1,807
640 TAYLOR STREET STE 2200 - FORT WORTH, TX 761022628817-259-9020whitleypenn.comLinkedIn501-1000 employeesaccounting
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $145.2M assets / 1,055 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $301K premiums / 718 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$183K
- Life$115K
- Vision$65K
- Long-term disability$52K
Carrier market share
Premium dollars by Schedule A carrier
67%top
- UNITED OF OMAHA LIFE INSURANCE COMPANY67%
- VISION SERVICE PLAN22%
- LEGALPLANS, USA11%
Broker market share
Schedule A broker compensation
81%top
- HUB INTERNATIONAL MIDWEST LIMITED81%
- FMLASOURCE INC19%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
WHITLEY PENN 401(K) PROFIT SHARING PLAN
401k
Assets$134.8M
Participants986
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
WHITLEY PENN CASH BALANCE PLAN
CashBalance
Assets$10.4M
Participants69
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#505
WHITLEY PENN LLP HEALTH & WELFARE PLAN
Mixed - UNITED OF OMAHA LIFE INSURANCE COMPANY
Premiums$301K
Covered lives718
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | WHITLEY PENN 401(K) PROFIT SHARING PLAN | 401k | $134.8M | 986 | 2024 | |
| 003 | WHITLEY PENN CASH BALANCE PLAN | CashBalance | $10.4M | 69 | 2024 |
Welfare plans1
| 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 |
Retirement plans
Welfare plans