WHITMAN PETERSON 401(K) PLAN

[ EIN: 45-4269439 | Plan No. 001 ]

The WHITMAN PETERSON 401(K) PLAN plan, sponsored by WHITMAN / PETERSON, LLC, is listed in Form 5500 data as a 401(k) plan. The filing reports 34 participants and total assets of $3,972,023 for plan year 2024.

These filings allow insight into employer-sponsored plan structure, participation levels, and financial data.

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Plan Sponsor: WHITMAN / PETERSON, LLC

Location: 3075 TOWNSGATE RD, WESTLAKE VILLAGE, CA 91361

EIN: 454269439

Plan Number: 001

Plan Year: 2024

Plan Size: Small Plan

Plan Entity Type: Defined Contribution

Plan Type: 401(k)

Participants: 34

Total Assets: $3,972,023

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