How big is The Whole Group Inc.'s plan?

The Whole Group Inc.'s plan reported $182K in assets and 13 participants for 2024.

Original filing (PDF)20250718151203NAL0001023235001

The Whole Group Inc.

Name: The Whole Group Inc. — The Whole Group 401(k) Plan, Form 5500 (2024)
Creator: The Whole Group Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Whole Group 401(k) Plan

401(k) retirement plan · The Whole Group Inc.'s The Whole Group 401(k) Plan held $182K in plan assets for 13 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$182K

Net assets (EOY)

$182K

People on this filing

Marcus Bowie signed The Whole Group Inc.'s 2024 Form 5500 as plan administrator.

Marcus Bowie — 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

The Whole Group Inc.'s EIN is 93-3636291.

EIN 93-3636291

Plan number 001

Plan year 2024

ACK ID 20250718151203NAL0001023235001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for The Whole Group Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THE WHOLE GROUP INC.

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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