How big is Whole Whale's plan?

Whole Whale's plan reported $1.6M in assets and 22 participants for 2024.

Original filing (PDF)20250730183125NAL0002590979001

Whole Whale

Name: Whole Whale — Whole Whale 401(k) Plan, Form 5500 (2024)
Creator: Whole Whale
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Whole Whale 401(k) Plan

401(k) retirement plan · Whole Whale's Whole Whale 401(k) Plan held $1.6M in plan assets for 22 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

People on this filing

George Weiner signed Whole Whale's 2024 Form 5500 as plan administrator.

George Weiner — 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 Whale's EIN is 27-3830558.

EIN 27-3830558

Plan number 001

Plan year 2024

ACK ID 20250730183125NAL0002590979001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Whole Whale from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Whole Whale's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, 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 WHALE.

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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

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

WHOLE WHALE

EIN

all filings

Address

55 PROSPECT ST · #301 · BROOKLYN, NY · 11201

Phone

(201) 230-9705

Industry

Professional & Technical Services

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

2025-07-30

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

3D · Pre-approved plan (master / prototype / VS)

2S · Automatic enrollment

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

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