How big is Whiteboard Ventures' plan?

Whiteboard Ventures' plan reported $329K in assets and 3 participants for 2024.

Original filing (PDF)20250730115254NAL0004651537001

Whiteboard Ventures

Name: Whiteboard Ventures — Whiteboard Ventures DBA Xpand, Form 5500 (2024)
Creator: Whiteboard Ventures
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Whiteboard Ventures DBA Xpand Retirement Trust

401(k) retirement plan · Whiteboard Ventures' Whiteboard Ventures DBA Xpand Retirement Trust held $329K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$329K

Net assets (EOY)

$329K

People on this filing

Kalyan Anumula signed Whiteboard Ventures' 2024 Form 5500 as plan administrator.

Kalyan Anumula — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Whiteboard Ventures' EIN is 46-2838375.

EIN 46-2838375

Plan number 001

Plan year 2024

ACK ID 20250730115254NAL0004651537001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Whiteboard Ventures from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Whiteboard Ventures' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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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 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).

Plan sponsor

Name

WHITEBOARD VENTURES

DBA

XPAND

EIN

all filings

Address

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

Phone

(215) 796-0626

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