Sponsor portfolio
RILEY WHALEN INC
EIN 88-2795335financial servicesLatest filing 2025
Plans
1
Retirement
1
$599K assets
Welfare
0
Participants
5
390 PACKETTS LANDING - FAIRPORT, NY 14450585-430-1870rileywhalen.comLinkedIn1-10 employeesfinancial services
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 | RILEY WHALEN, INC. | ProfitSharing | $599K | 5 | 2025 |
Retirement plans