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Original filing (PDF)20250603231702NAL0010969361014
WHALAR INC
Form 5500
FILING_RECEIVED
WHALAR 401(K) PLAN
401(k) retirement plan
Signals · 1
43% in single holding
Active participants
150
Accounts w/ balance
222
Plan assets (EOY)
$6.1M
Net assets (EOY)
$6.1M
How this plan invests
This plan
27 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
96
/ 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
78
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Vanguard Group Total Stock Market Index Fund Admiral" is 43% of plan.
Helping the score
- Below-peer total fees (11 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WHALAR INC.
Plan sponsor
Name
WHALAR INC
EIN
36-4879504
Address
55 WATER STREET · FLOOR 3 · BROOKLYN, NY · 11201
Phone
(646) 271-9883
Industry
Professional & Technical Servicessee all
Plan administrator
Name
GUIDELINE RK, LLC
EIN
30-1418950
City
BURLINGAME, CA
Phone
(888) 228-3491
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-06-04
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
FRANK, RIMERMAN + CO. LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GUIDELINE, INC. | 47-4474775 | — | RECORDKEEPER | $7K | — |
Investments
27 direct securities· $6.1M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Group Total Stock Market Index Fund Admiral | — | — | — | $2.7M | 43.3% | |
| Vanguard Funds Developed Markets Index Fund Admiral | — | — | — | $1.0M | 16.9% | |
| Vanguard Total Bond Market Index Fund Admiral | — | — | — | $796K | 13.0% | |
| Vanguard Emerging Markets Stock Index Fund Admiral | — | — | — | $529K | 8.6% | |
| Vanguard Funds Total International Bond Index Fund Admiral | — | — | — | $282K | 4.6% | |
| Vanguard Real Estate Index Fund Admiral | — | — | — | $268K | 4.4% | |
| Vanguard Group Growth Index Fund Admiral | — | — | — | $182K | 3.0% | |
| Vanguard Utilities Index Fund Admiral ** 376 Vanguard Communication Services Index Fund Admiral ** 252 Vanguard Materials Index Fund Admiral ** 443 Vanguard Information Technology Index Fund Admiral | — | — | — | $124K | 2.0% | |
| Vanguard Group Federal Money Market Fund | — | — | — | $49K | 0.8% | |
| Vanguard Group Small-Cap Value Index Fund Admiral | — | — | — | $31K | 0.5% | |
| Vanguard Large-Cap Index Fund Admiral | — | — | — | $31K | 0.5% | |
| Vanguard FTSE All-World ex-US Small-Cap Index Fund Admiral ** 435 Vanguard Global ex-U.S. Real Estate Index Fund Admiral Shares ** 804 * Non-interest bearing cash | — | — | $27K | $27K | 0.4% | |
| Vanguard Long-Term Bond Index Fund Admiral | — | — | — | $23K | 0.4% | |
| Vanguard 500 Index Fund Admiral | — | — | — | $19K | 0.3% | |
| 9.50% - | — | — | — | $17K | 0.3% | |
| Vanguard Short-Term Inflation-Protected Securities Index Fund Admiral | — | — | — | $12K | 0.2% | |
| Vanguard Group Extended Market Index Fund Admiral | — | — | — | $10K | 0.2% | |
| Vanguard FTSE Social Index Fund Admiral | — | — | — | $9K | 0.2% | |
| Vanguard Mid-Cap Index Fund Admiral | — | — | — | $5K | <0.1% | |
| Vanguard Group Small-Cap Index Fund Admiral | — | — | — | $4K | <0.1% | |
| Vanguard Industrials Index Fund Admiral ** 752 Vanguard Mid-Cap Value Index Fund Admiral ** 460 Vanguard Small-Cap Growth Index Fund Admiral | — | — | — | $3K | <0.1% | |
| Vanguard Intermediate-Term Bond Index Fund Admiral | — | — | — | $2K | <0.1% | |
| Vanguard Group Short-Term Bond Index Fund Admiral | — | — | — | $2K | <0.1% | |
| Vanguard Health Care Index Fund Admiral | — | — | — | $2K | <0.1% | |
| Vanguard Value Index Fund Admiral | — | — | — | $2K | <0.1% | |
| Vanguard Dividend Appreciation Index Fund Admiral | — | — | — | $2K | <0.1% | |
| Vanguard Energy Index Fund Admiral | — | — | — | $1K | <0.1% |
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