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Original filing (PDF)20250919112555NAL0001057587001
WHITEBOARD FEDERAL TECHNOLOGIES CORPORATION
Form 5500
FILING_RECEIVED
WHITEBOARD FEDERAL TECHNOLOGIES CORP 401(K) PLAN
401(k) retirement plan
Active participants
87
Accounts w/ balance
127
Plan assets (EOY)
$26.0M
Net assets (EOY)
$26.0M
How this plan invests
This plan
31 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WHITEBOARD FEDERAL TECHNOLOGIES CORPORATION.
Plan sponsor
Name
WHITEBOARD FEDERAL TECHNOLOGIES CORPORATION
EIN
26-3955215
Address
1685 TULLS OVERLOOK DRIVE · WESTMINSTER, MD · 20191
Phone
(410) 751-6444
Industry
Custom Computer Programming· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-19
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
SB & COMPANY, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $35K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONEDIGITAL INVESTMENT ADVISORS LLC | — | DALLAS, TX | INVESTMENT ADVISOR | $46K | — |
Investments
31 direct securities· $26.0M(100% of reported assets)
Uncategorized
$25.9M
30 holdings
Mutual Funds
$109K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index | — | — | — | $4.7M | 18.0% | |
| Vanguard Target Retirement 2045 Fund | — | — | — | $4.0M | 15.3% | |
| Vanguard Target Retirement 2060 Fund | — | — | — | $1.9M | 7.4% | |
| Vanguard Target Retirement 2035 Fund | — | — | — | $1.8M | 7.0% | |
| Fidelity NASDAQ Composite Index | — | — | — | $1.3M | 5.1% | |
| Vanguard Target Retirement 2030 Fund | — | — | — | $1.2M | 4.7% | |
| Vanguard Target Retirement 2040 Fund | — | — | — | $1.1M | 4.3% | |
| Vanguard Target Retirement 2050 Fund | — | — | — | $1.1M | 4.2% | |
| Fidelity Small Cap Index | — | — | — | $1.1M | 4.1% | |
| JPMorgan Large Cap Growth R6 | — | — | — | $869K | 3.3% | |
| Fidelity International Index | — | — | — | $745K | 2.9% | |
| Fidelity Mid Cap Index | — | — | — | $728K | 2.8% | |
| Vanguard Target Retirement 2055 Fund | — | — | — | $668K | 2.6% | |
| Vanguard Target Retirement 2025 Fund | — | — | — | $603K | 2.3% | |
| Vanguard Equity Income Adm | — | — | — | $570K | 2.2% | |
| PGIM Total Return Bond Z | — | — | — | $500K | 1.9% | |
| MFS International Intrinsic Value R4 | — | — | — | $386K | 1.5% | |
| Janus Henderson Venture N | — | — | — | $382K | 1.5% | |
| Fidelity US Bond Index | — | — | — | $332K | 1.3% | |
| JPMorgan Mid Cap Growth R6 | — | — | — | $275K | 1.1% | |
| PIMCO Income Instl | — | — | — | $267K | 1.0% | |
| Fixed Annuity * Empower Key Guaranteed Portfolio Fund | — | — | — | $262K | 1.0% | |
| Fidelity Real Estate Index | — | — | — | $239K | 0.9% | |
| DFA Inflation-Protected Securities | — | — | — | $181K | 0.7% | |
| American Funds American Funds New World R6 | — | — | — | $157K | 0.6% | |
| Notes Receivable from Participants * Participants Notes Receivable from Participants** | — | — | — | $131K | 0.5% | |
| Vanguard Target Retirement 2065 Fund | — | — | — | $125K | 0.5% | |
| American Century American Century Mid Cap Value R6 | Mutual Funds | — | — | $109K | 0.4% | |
| American Century American Century Small Cap Value R6 | — | — | — | $77K | 0.3% | |
| Invesco Eqv Intl Small Company R6 | — | — | — | $74K | 0.3% | |
| PIMCO Int Bond Inst | — | — | — | $67K | 0.3% |
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