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Original filing (PDF)20250917123708NAL0000362257001
WHOOP INC.
Form 5500
FILING_RECEIVED
WHOOP 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
531
Accounts w/ balance
483
Plan assets (EOY)
$18.5M
Net assets (EOY)
$18.5M
How this plan invests
This plan
1 pooled trust
Schedule D
36 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (4 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WHOOP INC..
Plan sponsor
Name
WHOOP INC.
EIN
45-4312359
Address
1325 BOYLSTON STREET, STE 401 · BOSTON, MA · 02215
Phone
(617) 670-1074
Industry
Manufacturingsee all
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
2025-09-17
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE & ANNUITY | 71-0294708 | — | INVESTMENT ADVISORY | $0 | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE RETIREMENT ADVANTAGE, INC | — | APPLETON, WI | THIRD PARTY ADMIN | $0 | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA RETIREMENT ADVISORS, LLC | 02-0488491 | — | SERVICE PROVIDER | $7K | — |
| MORGAN STANLEY SMITH BARNEY LLC | 20-8764829 | — | SERVICE PROVIDER | $0 | — |
Investments
36 direct securities · 1 pooled fund· $37.0M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$18.5M
36 holdings
Pooled Separate Account
$18.5M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| CONTRACT SEPARATE ACCOUNT D VOYA RETIREMENT INSURANCE AND ANNUITY CO · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $18.5M | 99.7% | |
| Party Rate of Interest, Collateral, Par or Maturity Value Cost Current Value Pooled Separate Accounts * Voya Fidelity 500 Index Fund N/R | — | — | — | $3.1M | 16.6% | |
| Voya Index Solution 2060 Portfolio Z N/R | — | — | — | $2.5M | 13.5% | |
| Voya Index Solution 2055 Portfolio Z N/R | — | — | — | $1.8M | 9.7% | |
| Voya Vanguard Growth Index Fund - Admiral Shares N/R | — | — | — | $1.3M | 7.2% | |
| Voya Vanguard Total International Stock Index Fund Adm N/R | — | — | — | $1.3M | 6.8% | |
| Voya Index Solution 2050 Portfolio Z N/R | — | — | — | $869K | 4.7% | |
| Voya Index Solution 2040 Portfolio Z N/R | — | — | — | $824K | 4.4% | |
| Voya Vanguard LifeStrategy Growth Fund - Investor N/R | — | — | — | $643K | 3.5% | |
| Voya Vanguard Mid-Cap Index Fund - Admiral Shares N/R | — | — | — | $639K | 3.4% | |
| Voya Index Solution 2065 Portfolio Z N/R | — | — | — | $618K | 3.3% | |
| Party Rate of Interest, Collateral, Par or Maturity Value Cost Current Value Insurance Funds * Voya Fixed Account N/R | — | — | — | $484K | 2.6% | |
| Voya American Funds The Growth Fund of America R6 N/R | — | — | — | $445K | 2.4% | |
| Voya Fidelity Small Cap Index Fund N/R | — | — | — | $443K | 2.4% | |
| Voya American Funds New Perspective Fund - Class R-6 N/R | — | — | — | $423K | 2.3% | |
| Voya Vanguard Value Index Fund - Admiral Shares N/R | — | — | — | $394K | 2.1% | |
| Voya Index Solution 2045 Portfolio Z N/R | — | — | — | $339K | 1.8% | |
| Voya Vanguard Emerging Markets Stock Index Fund Adm N/R | — | — | — | $322K | 1.7% | |
| Voya Vanguard Explorer Fund - Admiral Shares N/R | — | — | — | $275K | 1.5% | |
| Voya Index Solution 2035 Portfolio Z N/R | — | — | — | $233K | 1.3% | |
| Voya JPMorgan U.S. Research Enhanced Equity Fund R6 N/R | — | — | — | $213K | 1.1% | |
| Voya DFA Real Estate Securities Portfolio - Institution N/R | — | — | — | $182K | 1.0% | |
| Voya American Funds Washington Mutual Investors Fund R6 N/R | — | — | — | $178K | 1.0% | |
| Voya Vanguard LifeStrategy Moderate Growth Fund Investor N/R | — | — | — | $127K | 0.7% | |
| Voya Index Solution 2025 Portfolio Z N/R | — | — | — | $120K | 0.6% | |
| Voya DFA Inflation-Protected Securities Portfolio N/R | — | — | — | $103K | 0.6% | |
| Voya DFA U.S. Targeted Value Portfolio - Institutional N/R | — | — | — | $97K | 0.5% | |
| Voya PIMCO Income Fund - Institutional Class N/R | — | — | — | $97K | 0.5% | |
| Voya Vanguard LifeStrategy Conservative Growth Fund N/R | — | — | — | $92K | 0.5% | |
| Investor Shares * Voya Intermediate Bond Fund - Class R6 N/R | — | — | — | $85K | 0.5% | |
| Voya MidCap Opportunities Portfolio - Class R6 N/R | — | — | — | $77K | 0.4% | |
| Voya American Funds American Balanced Fund - Class R-6 N/R | — | — | — | $75K | 0.4% | |
| Voya PGIM High Yield Fund - Class R6 N/R | — | — | — | $61K | 0.3% | |
| Voya American Century Mid Cap Value Fund - R6 Class N/R | — | — | — | $44K | 0.2% | |
| Voya AB Global Bond Fund - Class Z N/R | — | — | — | $34K | 0.2% | |
| Participant Loans Notes receivable from participants, with interest $0 | — | — | — | $21K | 0.1% | |
| Voya Index Solution 2030 Portfolio Z N/R | — | — | — | $2K | <0.1% |
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