QIAN LIU signed Whalar Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Whalar Inc.'s EIN is 36-4879504.
Download the official 2024 Form 5500 (PDF) for Whalar Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Whalar Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GUIDELINE, INC. | 47-4474775 | — | RECORDKEEPER | $7K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Group Total Stock Market Index Fund Admiral | Common Collective Trusts | — | — | $2.7M | 43.3% | |
| Vanguard Funds Developed Markets Index Fund Admiral | Common Collective Trusts | — | — | $1.0M | 16.9% | |
| Vanguard Total Bond Market Index Fund Admiral | Common Collective Trusts | — | — | $796K | 13.0% | |
| Vanguard Emerging Markets Stock Index Fund Admiral | Common Collective Trusts | — | — | $529K | 8.6% | |
| Vanguard Funds Total International Bond Index Fund Admiral | Common Collective Trusts | — | — | $282K | 4.6% | |
| Vanguard Real Estate Index Fund Admiral | Common Collective Trusts | — | — | $268K | 4.4% | |
| Vanguard Group Growth Index Fund Admiral | Common Collective Trusts | — | — | $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 | Common Collective Trusts | — | — | $124K | 2.0% | |
| Vanguard Group Federal Money Market Fund | Mutual Funds | — | — | $49K | 0.8% | |
| Vanguard Group Small-Cap Value Index Fund Admiral | Common Collective Trusts | — | — | $31K | 0.5% | |
| Vanguard Large-Cap Index Fund Admiral | Common Collective Trusts | — | — | $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 | Common Collective Trusts | — | $27K | $27K | 0.4% | |
| Vanguard Long-Term Bond Index Fund Admiral | Common Collective Trusts | — | — | $23K | 0.4% | |
| Vanguard 500 Index Fund Admiral | Common Collective Trusts | — | — | $19K | 0.3% | |
| 9.50% - | Bonds / Notes | — | — | $17K | 0.3% | |
| Vanguard Short-Term Inflation-Protected Securities Index Fund Admiral | Common Collective Trusts | — | — | $12K | 0.2% | |
| Vanguard Group Extended Market Index Fund Admiral | Common Collective Trusts | — | — | $10K | 0.2% | |
| Vanguard FTSE Social Index Fund Admiral | Common Collective Trusts | — | — | $9K | 0.2% | |
| Vanguard Mid-Cap Index Fund Admiral | Common Collective Trusts | — | — | $5K | <0.1% | |
| Vanguard Group Small-Cap Index Fund Admiral | Common Collective Trusts | — | — | $4K | <0.1% | |
| Vanguard Industrials Index Fund Admiral ** 752 Vanguard Mid-Cap Value Index Fund Admiral ** 460 Vanguard Small-Cap Growth Index Fund Admiral | Common Collective Trusts | — | — | $3K | <0.1% | |
| Vanguard Intermediate-Term Bond Index Fund Admiral | Common Collective Trusts | — | — | $2K | <0.1% | |
| Vanguard Group Short-Term Bond Index Fund Admiral | Common Collective Trusts | — | — | $2K | <0.1% | |
| Vanguard Health Care Index Fund Admiral | Common Collective Trusts | — | — | $2K | <0.1% | |
| Vanguard Value Index Fund Admiral | Common Collective Trusts | — | — | $2K | <0.1% | |
| Vanguard Dividend Appreciation Index Fund Admiral | Common Collective Trusts | — | — | $2K | <0.1% | |
| Vanguard Energy Index Fund Admiral | Common Collective Trusts | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
