How big is Whammy, LLC's plan?

Whammy, LLC's plan reported $935K in assets and 5 participants for 2024.

Original filing (PDF)20251010105719NAL0012374752001

Whammy, LLC

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

Form 5500-SF

FILING_RECEIVED

Ascend Wealth Management 401(k) Plan

401(k) retirement plan · Whammy, LLC's Ascend Wealth Management 401(k) Plan held $935K in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$935K

Net assets (EOY)

$931K

People on this filing

Katherine Barnard signed Whammy, LLC's 2024 Form 5500 as plan administrator.

Katherine Barnard — 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

Whammy, LLC's EIN is 88-4249984.

EIN 88-4249984

Plan number 001

Plan year 2024

ACK ID 20251010105719NAL0012374752001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Whammy, LLC's plan includes profit-sharing, a 401(k) feature, a default investment (QDIA), ERISA 404(c) participant direction, automatic enrollment.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WHAMMY, 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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (86th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Plan sponsor

Name

WHAMMY, LLC

DBA

ASCEND WEALTH MANAGEMENT

EIN

all filings

Address

6601 COLLEGE BLVD. STE. 140 · OVERLAND PARK, KS · 66211

Phone

(913) 357-9200

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