What public Form 5500 filings show about the Whole Life, Inc. 401(k) plan — and how to find and check your own account.
Whole Life, Inc. (EIN 06-1204033) reports 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF WHOLE LIFE, INC. on its most recent Form 5500, with $5.5M in plan assets across 116 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full Whole Life, Inc. filing — schedules, fees, and providers.
Whole Life, Inc.’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask Whole Life, Inc.HR for the recordkeeper’s name and login.
