How big is Whetstone Capital Advisors, LLC's plan?

Whetstone Capital Advisors, LLC's plan reported $339K in assets and 5 participants for 2024.

Original filing (PDF)20250701144115NAL0029802370001

Whetstone Capital Advisors, LLC

Name: Whetstone Capital Advisors, LLC — Whetstone 401(k), Form 5500 (2024)
Creator: Whetstone Capital Advisors, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Whetstone 401(k) Plan

401(k) retirement plan · Whetstone Capital Advisors, LLC's Whetstone 401(k) Plan held $339K in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$339K

Net assets (EOY)

$339K

People on this filing

Andrew Carlson signed Whetstone Capital Advisors, LLC's 2024 Form 5500 as plan administrator.

Andrew Carlson — 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

Whetstone Capital Advisors, LLC's EIN is 27-3522666.

EIN 27-3522666

Plan number 001

Plan year 2024

ACK ID 20250701144115NAL0029802370001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Whetstone Capital Advisors, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Whetstone Capital Advisors, LLC's plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WHETSTONE CAPITAL ADVISORS, LLC.

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Plan health score

Top-tier plan health

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

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score