How big is Whitebox Advisors, LLC's plan?

Whitebox Advisors, LLC's plan reported $566K in assets and 20 participants for 2024.

Original filing (PDF)20250703135933NAL0000249667001

Whitebox Advisors, LLC

Name: Whitebox Advisors, LLC — Whitebox Advisors, LLC Cash, Form 5500 (2024)
Creator: Whitebox Advisors, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Whitebox Advisors, LLC Cash Balance Plan

Defined-benefit pension plan · Whitebox Advisors, LLC's Whitebox Advisors, LLC Cash Balance Plan held $566K in plan assets for 20 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$566K

Net assets (EOY)

$566K

Plan identifiers

Whitebox Advisors, LLC's EIN is 41-1957584.

EIN 41-1957584

Plan number 002

Plan year 2024

ACK ID 20250703135933NAL0000249667001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Whitebox Advisors, LLC's plan includes a defined-benefit pension formula, a cash-balance formula, a frozen benefit (no new accruals).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WHITEBOX 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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

Knocking points off