Original filing (PDF)20250416220632NAL0000356240052

WHALE TRUST

Name: WHALE TRUST — WHALE TRUST 401(K) PLAN, Form 5500 (2024)
Creator: WHALE TRUST

Form 5500-SF

FILING_RECEIVED

WHALE TRUST 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$26K

Net assets (EOY)

$26K

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.

Decision-maker contacts

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

Plan sponsor

Name

WHALE TRUST

EIN

91-2144632all filings

Address

PO BOX 243 · MAKAWAO, HI · 96768

Phone

(808) 572-5700

Industry

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

2025-04-16

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)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Professional & Technical Services plans

LANDRACE BIOSCIENCE INC

$26K · 11 participants

FASTTRACK

FASTTRACK 401(K) PLAN

$26K · 14 participants

OSTEOLOGIC THERAPEUTICS, INC.

OSTEOLOGIC THERAPEUTICS 401(K) PLAN

$26K · 2 participants

MULTIOMIC HEALTH INCORPORATED

MULTIOMIC HEALTH 401(K) PLAN

$26K · 1 participants

ENVISIONWISE, LLC

ENVISIONWISE 401(K) & PROFIT SHARING PLAN

$26K · 3 participants

Researching more plans? Run a look up another company's Form 5500 by company name, EIN, or plan name.