How big is Whole Shop, Inc.'s plan?

Whole Shop, Inc.'s plan reported $201K in assets and 15 participants for 2024.

Original filing (PDF)20250726122909NAL0003653939001

Whole Shop, Inc.

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

Form 5500-SF

FILING_RECEIVED

Whole Shop, Inc. 401(k) Plan

401(k) retirement plan · Whole Shop, Inc.'s Whole Shop, Inc. 401(k) Plan held $201K in plan assets for 15 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$201K

Net assets (EOY)

$201K

Plan identifiers

Whole Shop, Inc.'s EIN is 34-1342122.

EIN 34-1342122

Plan number 002

Plan year 2024

ACK ID 20250726122909NAL0003653939001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Whole Shop, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 SHOP, INC..

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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

Knocking points off