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Original filing (PDF)20251016211240NAL0013841986003
WHELE HR LLC
Form 5500
FILING_RECEIVED
PERCH 401(K) PLAN
401(k) retirement plan
Signals · 1
46% in single holding
Active participants
45
Accounts w/ balance
165
Plan assets (EOY)
$5.9M
Net assets (EOY)
$5.9M
How this plan invests
This plan
22 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
77
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Vanguard Group Total Stock Index Admiral Class Mutual Fund" is 46% of plan.
Helping the score
- Below-peer total fees (15 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WHELE HR LLC.
Plan sponsor
Name
WHELE HR LLC
EIN
84-3768562
Address
112 S. FRENCH STREET · SUITE 105-2 · WILMINGTON, DE · 19801
Phone
(857) 228-4874
Industry
All Other Professional Services· Professional & Technical Servicessee all
Plan administrator
Name
GUIDELINE RK, LLC
EIN
30-1418950
City
BURLINGAME, CA
Phone
(888) 228-3491
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-16
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
RUSSON + JOHNSTON LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GUIDELINE, INC. | 47-4474775 | — | RECORDKEEPER | $9K | — |
Investments
22 direct securities· $5.7M(98% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Group Total Stock Index Admiral Class Mutual Fund | — | — | — | $2.6M | 45.1% | |
| Vanguard Funds Developed Markets Index Admiral Mutual Fund | — | — | — | $996K | 17.0% | |
| Vanguard Group Bond Index Admiral Class Mutual Fund | — | — | — | $689K | 11.7% | |
| Vanguard Emerging Markets Stock Admiral Class Mutual Fund | — | — | — | $535K | 9.1% | |
| Vanguard Specialized Dividend Real Estate Index Fund Admiral Shares Mutual Fund | — | — | — | $258K | 4.4% | |
| Vanguard Funds Total International Bond Index Mutual Fund | — | — | — | $233K | 4.0% | |
| Vanguard Group Index 500 Admiral Mutual Fund | — | — | — | $147K | 2.5% | |
| Vanguard Group Mid Cap Index Admiral Mutual Fund | — | — | — | $55K | 0.9% | |
| Vanguard Group Growth Index Admiral Mutual Fund | — | — | — | $31K | 0.5% | |
| Vanguard Group Small Cap Value Index Admiral Mutual Fund | — | — | — | $29K | 0.5% | |
| Vanguard Short-Term Inflation Protected Securities Index Admiral Mutual Fund | — | — | — | $28K | 0.5% | |
| Vanguard Group Reserve Federal Money Market Fund Mutual Fund | — | — | — | $18K | 0.3% | |
| Vanguard Group Value Index Admiral Mutual Fund | — | — | — | $18K | 0.3% | |
| Vanguard Information Techology Index Admiral Mutual Fund | — | — | — | $15K | 0.3% | |
| Vanguard Group Small Cap Index Admiral Mutual Fund | — | — | — | $13K | 0.2% | |
| Vanguard Group Extended Market Index Mutual Fund | — | — | — | $6K | 0.1% | |
| Participant Loans to participants, bearing interest at 9.5% | — | — | — | $6K | <0.1% | |
| Vanguard Group Total Instl Stock Index Admiral Mutual Fund | — | — | — | $5K | <0.1% | |
| Vanguard Group Lg Cap Index Fund Admiral Mutual Fund | — | — | — | $4K | <0.1% | |
| Vanguard Group FTSE Social Index Admiral Mutual Fund | — | — | — | $3K | <0.1% | |
| Vangaurd Health Care Index Admiral Mutual Fund | — | — | — | $2K | <0.1% | |
| Vanguard Group Long Term Bond Index Admiral Mutual Fund | — | — | — | $2K | <0.1% |
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