# Whalar INC 401(k) Plan
Source: https://planprovider.pro/companies/whalar-inc-401k-plan

> Whalar INC's 401(k) plan: 150 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Whalar INC

- **Sponsor EIN:** 364879504

- **Sponsor Address:** 55 WATER STREET, BROOKLYN, NY, 11201

- **Plan Type:** 401(k)

- **Total Participants:** 150

- **Total Assets:** $6.1M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|150|$6.1M|$724,662|$1.0M|

| 2023|134|$4.1M|$578,044|$885,087|

| 2022|195|$1.9M|$481,284|$729,533|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| GUIDELINE, INC.|RECORDKEEPER|$6,522|—|$6,522|

| FRANK, RIMERMAN + CO. LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [GUIDELINE, INC.](https://planprovider.pro/provider/guideline-inc) — RECORDKEEPER

- [FRANK, RIMERMAN + CO. LLP](https://planprovider.pro/provider/frank-rimerman-and-co-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $6,522

- **Estimated Expense Ratio:** 0.106% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$7,223|$4,011|—|—|—|

| 2023|$4,162|$2,182|—|—|—|

| 2022|—|—|—|—|—|

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