Original filing (PDF)20250415220539NAL0006905616084

WHIPPED CREAM PBC

Name: WHIPPED CREAM PBC — WHIPPED CREAM PBC 401(K) PLAN, Form 5500 (2024)
Creator: WHIPPED CREAM PBC

Form 5500-SF

FILING_RECEIVED

WHIPPED CREAM PBC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$616K

Net assets (EOY)

$616K

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WHIPPED CREAM PBC.

Plan sponsor

Name

WHIPPED CREAM PBC

EIN

85-0591655

Address

148 LAFAYETTE ST · FLOOR 3 · NEW YORK, NY · 10013

Phone

(516) 784-9786

Industry

Accommodation & Food 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

2025-04-15

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)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Accommodation & Food Services plans

TREEHAUSPITALITY, LLC

TREEHAUSPITALITY, LLC 401(K) PLAN

$614K · 48 participants

ABRUZZO DOCG

ABRUZZO DOCG 401(K) PLAN

$617K · 10 participants

BELLAGIOS PIZZA INTERNATIONAL, INC.

BPII 401(K) PLAN

$618K · 32 participants

CRISLER LEGACY ATX, INC.

CRISLER LEGACY ATX CASH BALANCE PLAN

$618K · 42 participants

KORY MANAGEMENT, INC.

KORY MANAGEMENT, INC. 401(K) PLAN

$613K · 106 participants