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  1. Companies/
  2. The James R. Whelan Agency, LLC

Filings through Oct 24, 2026.

The James R. Whelan Agency, LLC

EIN 80-0272309-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
1
Retirement
1
$43K assets
Health & Benefits
0
Participants
8
3590 SW 24TH AVENUE RD - OCALA, FL 34471561-432-0075
Plans on this EIN
1 filing
#402401(k)-$43K - 8 part

Plan summaries

The plan page shows fees vs peers, audit grade, asset history, contributions and Schedule C providers.

Retirement#402

THE JAMES R. WHELAN AGENCY 401(K) PLAN

401(k)

Assets$43K
Participants8
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
This company has one plan on file. Open the plan page to see all of its data.

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#402THE JAMES R. WHELAN AGENCY 401(K) PLAN401(k)$43K82025
  • THE JAMES R. WHELAN AGENCY 401(K) PLAN$43K
    #402 · 401(k) · 20258
Retirement plans
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