Jonathan W White CPA PLLC 401(k) Plan

The Jonathan W White CPA PLLC 401(k) on its latest Form 5500

Jonathan W White CPA PLLC (EIN 45-5745166) reports JONATHAN W WHITE CPA PLLC 401K PLAN on its most recent Form 5500, with $977K in plan assets across 11 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.

See the full Jonathan W White CPA PLLC filing — schedules, fees, and providers.

Who runs the Jonathan W White CPA PLLC 401(k)?

Jonathan W White CPA PLLC’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask Jonathan W White CPA PLLCHR for the recordkeeper’s name and login.

How to check your Jonathan W White CPA PLLC 401(k)

• Log in to the plan’s recordkeeper portal (the site on your statements).
• Ask Jonathan W White CPA PLLC HR or benefits for the recordkeeper name and enrollment link.
• Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).