How big is Whiffle Tree, Inc.'s plan?

Whiffle Tree, Inc.'s plan reported $3.0M in assets and 55 participants for 2024.

Original filing (PDF)20250714122428NAL0002581522001

Whiffle Tree, Inc.

Name: Whiffle Tree, Inc. — Whiffle Tree, Inc., Form 5500 (2024)
Creator: Whiffle Tree, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Whiffle Tree, Inc. 401(k)/Profit Sharing Plan

401(k) retirement plan · Whiffle Tree, Inc.'s Whiffle Tree, Inc. 401(k)/Profit Sharing Plan held $3.0M in plan assets for 55 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.0M

Net assets (EOY)

$3.0M

People on this filing

Marni Montague signed Whiffle Tree, Inc.'s 2024 Form 5500 as plan administrator.

Marni Montague — 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

Whiffle Tree, Inc.'s EIN is 86-0298917.

EIN 86-0298917

Plan number 001

Plan year 2024

ACK ID 20250714122428NAL0002581522001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Whiffle Tree, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Whiffle Tree, Inc.'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 WHIFFLE TREE, INC..

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Plan health score

Above-average plan

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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (14th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

WHIFFLE TREE, INC.

DBA

WARNERS' NURSERY

EIN

all filings

Address

1101 E. BUTLER AVENUE · FLAGSTAFF, AZ · 86001

Phone

(928) 774-5911

Industry

Retail Trade

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-14

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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