Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
WHITAKER KENT ORDELL, PLLC
EIN 81-0911846Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
2
Retirement
2
$2.9M assets
Welfare
0
Participants
19
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.9M assets / 19 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#002
WHITAKER KENT ORDELL, PLLC CASH BALANCE PENSION PLAN
CashBalance
Assets$2.0M
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
WHITAKER KENT ORDELL, PLLC 401(K) PLAN
401k
Assets$980K
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | WHITAKER KENT ORDELL, PLLC CASH BALANCE PENSION PLAN | CashBalance | $2.0M | 10 | 2025 | |
| 001 | WHITAKER KENT ORDELL, PLLC 401(K) PLAN | 401k | $980K | 9 | 2024 |
Retirement plans