How big is Whole Life Capital LLC's plan?

Whole Life Capital LLC's plan reported $1.7M in assets and 5 participants for 2023.

Original filing (PDF)20240625105639NAL0010480352001

Whole Life Capital LLC

Name: Whole Life Capital LLC — Rhonda M. Weinberg Defined, Form 5500 (2023)
Creator: Whole Life Capital LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Rhonda M. Weinberg Defined Benefit Plan

Defined-benefit pension plan · Whole Life Capital LLC's Rhonda M. Weinberg Defined Benefit Plan held $1.7M in plan assets for 5 participants in 2023.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

People on this filing

Rhonda Weinberg signed Whole Life Capital LLC's 2023 Form 5500 as plan administrator.

Rhonda Weinberg — 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

Whole Life Capital LLC's EIN is 81-0889822.

EIN 81-0889822

Plan number 001

Plan year 2023

ACK ID 20240625105639NAL0010480352001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Whole Life Capital LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Whole Life Capital LLC's plan includes a defined-benefit pension 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 WHOLE LIFE CAPITAL 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