How big is Whitecap Health Advisors, LLC's plan?

Whitecap Health Advisors, LLC's plan reported $4.7M in assets and 20 participants for 2024.

Original filing (PDF)20250408082127NAL0033898594001

Whitecap Health Advisors, LLC

Name: Whitecap Health Advisors, LLC — Whitecap Health, Form 5500 (2024)
Creator: Whitecap Health Advisors, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Whitecap Health Advisors, LLC 401(k) Plan

401(k) retirement plan · Whitecap Health Advisors, LLC's Whitecap Health Advisors, LLC 401(k) Plan held $4.7M in plan assets for 20 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.7M

Net assets (EOY)

$4.7M

People on this filing

JAKE Horak signed Whitecap Health Advisors, LLC's 2024 Form 5500 as plan administrator.

JAKE Horak — 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

Whitecap Health Advisors, LLC's EIN is 81-2037099.

EIN 81-2037099

Plan number 001

Plan year 2024

ACK ID 20250408082127NAL0033898594001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Whitecap Health Advisors, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Whitecap Health Advisors, LLC's 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 WHITECAP HEALTH ADVISORS, 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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score