Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
WHALEN HERSH LLP
EIN 82-3763353Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
2
Retirement
2
$1.3M assets
Welfare
0
Participants
7
7955 E ARAPAHOE COURT, SUITE 2375 - CENTENNIAL, CO 80112720-307-2666whalenhersh.comLinkedIn1-10 employees
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.3M assets / 7 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
WHALEN HERSH LLP COMPANY CASH BALANCE PLAN
CashBalance
Assets$1.1M
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
WHALEN HERSH LLP COMPANY 401(K) PLAN
401k
Assets$227K
Participants4
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 | WHALEN HERSH LLP COMPANY CASH BALANCE PLAN | CashBalance | $1.1M | 3 | 2024 | |
| 001 | WHALEN HERSH LLP COMPANY 401(K) PLAN | 401k | $227K | 4 | 2025 |
Retirement plans