Whalar 401(k) match, vesting and fees
What Whalar's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Guideline, Inc. | 2024 Schedule C ↗ |
| Independent auditor | Frank Rimerman (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
The recordkeeper is from the plan year 2024 filing, the latest that names one. The other rows are from the plan year 2025 filing.
How the plan compares
Plan year 2025 medians for 3,569 defined-contribution plans in professional, scientific, and technical services with 100 to 499 participants.
| Whalar: employer contribution per participant | $2,757 | |
| Peer median | $2,719 |
| Whalar: average balance | $34,996 | |
| Peer median | $85,424 |
| Whalar: admin expenses ÷ assets | 0.15% | |
| Peer median | 0.27% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $990K at the end of plan year 2021 to $8.7M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 255 | $8.7M | $684K | $2,757 | 0.15% | Not published | Form 5500 ↗ |
| 2024 | 233 | $6.1M | $725K | $3,264 | 0.14% | Not published | Form 5500 ↗ |
| 2023 | 208 | $4.1M | $578K | $2,876 | 0.14% | Not published | Form 5500 ↗ |
| 2022 | 202 | $1.9M | $481K | $2,468 | 0.13% | Not published | 5500-SF ↗ |
| 2021 | 116 | $990K | $184K | $1,806 | 0.07% | Not published | 5500-SF ↗ |
Common questions
Does Whalar match 401(k) contributions?
The match terms for the Whalar 401(k) Plan have not been published from its filing yet. The plan year 2025 filing reports $684K in employer contributions, about $2,757 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Whalar 401(k) match vested?
The vesting schedule for the Whalar 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Whalar 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Guideline, Inc.. The plan administrator is Accrue 401k, Inc.
I left Whalar. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Accrue 401k, Inc, (888) 294-0388) or the recordkeeper, Guideline, Inc.. The Whalar old 401(k) page lists the contacts from every plan filing. Find an old Whalar 401(k)
Data from the public Form 5500 annual reports Whalar filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024 and 2025) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Whalar. Not financial advice. Report a correction · Methodology