# Whale Rock Capital Management LLC 401(k) Plan
Source: https://planprovider.pro/companies/whale-rock-capital-management-llc-plan

> Whale Rock Capital Management LLC's 401(k) plan: 33 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

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

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

| 2024|33|$11.9M|$300,159|$690,857|

| 2023|33|$9.0M|$219,973|$543,568|

| 2022|36|$7.6M|$317,342|$685,705|

## Similar Plans

- [Monument Group, L.P.](https://planprovider.pro/companies/monument-group-l-p-401k-plan) — 33 participants

- [Shea & Company, LLC](https://planprovider.pro/companies/shea-company-llc-plan) — 42 participants

- [American Research & Management](https://planprovider.pro/companies/american-research-management-401k-plan) — 8 participants

- [Greenwich Investment Resources](https://planprovider.pro/companies/greenwich-investment-resources-401k-plan) — 6 participants

- [Berylson Capital Partners LLC](https://planprovider.pro/companies/berylson-capital-partners-llc-401k-plan) — 3 participants

- [Sherbrooke Capital Ii, INC.](https://planprovider.pro/companies/sherbrooke-capital-ii-inc-401k-plan) — 2 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/whale-rock-capital-management-llc-plan)

© 2026 PlanProvider.Pro