Original filing (PDF)20250730115254NAL0004651537001

WHITEBOARD VENTURES

Name: WHITEBOARD VENTURES — WHITEBOARD VENTURES DBA XPAND RETIREMENT TRUST, Form 5500 (2024)
Creator: WHITEBOARD VENTURES

Form 5500-SF

FILING_RECEIVED

WHITEBOARD VENTURES DBA XPAND RETIREMENT TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$329K

Net assets (EOY)

$329K

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

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WHITEBOARD VENTURES.

Plan sponsor

Name

WHITEBOARD VENTURES

DBA

XPAND

EIN

46-2838375

Address

315 W 36TH STREET · 3RD FLOOR · NEW YORK, NY · 10018

Phone