Original filing (PDF)20250409090308NAL0038868642001

WHOLE LIFE CAPITAL LLC

Name: WHOLE LIFE CAPITAL LLC — RHONDA M. WEINBERG 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: WHOLE LIFE CAPITAL LLC

Form 5500-SF

FILING_RECEIVED

RHONDA M. WEINBERG 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$275K

Net assets (EOY)

$275K

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.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WHOLE LIFE CAPITAL LLC.

Plan sponsor

Name

WHOLE LIFE CAPITAL LLC

EIN

81-0889822all filings

Address

32 CARANETTA DRIVE · LAKEWOOD, NJ · 08701

Phone

(917) 817-7037

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-04-09

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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