How big is Whimsical Worlds, LLC's plan?

Whimsical Worlds, LLC's plan reported $273K in assets and 2 participants for 2024.

Original filing (PDF)20250728134740NAL0001625889001

Whimsical Worlds, LLC

Name: Whimsical Worlds, LLC — Whimsical Worlds 401(k) Plan, Form 5500 (2024)
Creator: Whimsical Worlds, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Whimsical Worlds 401(k) Plan

401(k) retirement plan · Whimsical Worlds, LLC's Whimsical Worlds 401(k) Plan held $273K in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$273K

Net assets (EOY)

$273K

People on this filing

Paul B. LOTZ signed Whimsical Worlds, LLC's 2024 Form 5500 as plan administrator.

Paul B. LOTZ — 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

Whimsical Worlds, LLC's EIN is 86-2676097.

EIN 86-2676097

Plan number 001

Plan year 2024

ACK ID 20250728134740NAL0001625889001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Whimsical Worlds, 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 WHIMSICAL WORLDS, 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