WHOLE LIFE, INC. 401(k) Plan
What public Form 5500 filings show about the WHOLE LIFE, INC. 401(k) plan — and how to find and check your own account.
The WHOLE LIFE, INC. 401(k) on its latest Form 5500
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.
Who runs the WHOLE LIFE, INC. 401(k)?
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.
How to check your WHOLE LIFE, INC. 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask WHOLE LIFE, INC. HR or benefits for the recordkeeper name and enrollment link.
- Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).