Sponsor portfolio
WHALEN WEALTH MANAGEMENT, INC.
EIN 86-1343541Finance and InsuranceLatest filing 2025
Plans
1
Retirement
1
$243K assets
Welfare
0
Participants
8
7160 RAFAEL RIVERA WAY SUITE 220 - LAS VEGAS, NV 89113702-878-3900
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | WHALEN FINANCIAL 401(K) PLAN | 401k | $243K | 8 | 2025 |
Retirement plans