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WHITLOCK ELLIS WEALTH MANAGEMENT

EIN 90-1035716-financial services-Latest filing 2025
Plans
1
Retirement
1
$1.9M assets
Welfare
0
Participants
4
2338 HIGHWAY 54, WEST - PEACHTREE CITY, GA 30269770-461-8188whitlockelliswealth.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
1 filing
#001401k-$1.9M - 4 part

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Retirement#001

WHITLOCK ELLIS WEALTH MANAGEMENT 401K PLAN

401k

Assets$1.9M
Participants4
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001WHITLOCK ELLIS WEALTH MANAGEMENT 401K PLAN401k$1.9M42025
Retirement plans
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