How big is Whole Life Services' plan?

Whole Life Services' plan reported $1.6M in assets and 101 participants for 2023.

Original filing (PDF)20241213124708NAL0021652528001

Whole Life Services

Name: Whole Life Services — Whole Life Services 401(k), Form 5500 (2023)
Creator: Whole Life Services
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Whole Life Services 401(k) Plan

401(k) retirement plan · Whole Life Services' Whole Life Services 401(k) Plan held $1.6M in plan assets for 101 participants in 2023.

Active participants

101

Accounts w/ balance

108

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

People on this filing

Donna Young signed Whole Life Services' 2023 Form 5500 as plan administrator.

Donna Young — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Whole Life Services' EIN is 25-1881836.

EIN 25-1881836

Plan number 001

Plan year 2023

ACK ID 20241213124708NAL0021652528001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Whole Life Services from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Whole Life Services' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WHOLE LIFE SERVICES.

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Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off