Whale Rock Capital Management LLC 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Whale Rock Capital Management LLC
  • Sponsor EIN: 562567478
  • Sponsor Address: TWO INTERNATIONAL PLACE, 24TH FLOOR, BOSTON, MA, 021094104
  • Plan Type: 401(k)
  • Total Participants: 33
  • Total Assets: $11.9M

Key Plan Design Features

  • Auto-Enrollment: No
  • Auto-Escalation: No
  • Allows Roth Contributions: Yes
  • Participant Loans: Yes
  • Participant-Directed Investments: Yes
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202433$11.9M$300,159$690,857
202333$9.0M$219,973$543,568
202236$7.6M$317,342$685,705

Similar Plans