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  1. Companies/
  2. BY Whaley & Associates Inc

Filings through Oct 24, 2026.

BY Whaley & Associates Inc

EIN 83-1974911-Other Services (except Public Administration)-Latest filing 2025
Plans
1
Retirement
1
$2K assets
Health & Benefits
0
Participants
2
7152 ALMADEN LN - CARLSBAD, CA 92009760-473-8060
Plans on this EIN
1 filing
#001401(k)-$2K - 2 part

Plan summaries

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

Retirement#001

BY WHALEY & ASSOCIATES INC 401(K) PLAN

401(k)

Assets$2K
Participants2
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
#001BY WHALEY & ASSOCIATES INC 401(K) PLAN401(k)$2K22025
  • BY WHALEY & ASSOCIATES INC 401(K) PLAN$2K
    #001 · 401(k) · 20252
Retirement plans
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