What public Form 5500 filings show about the Sones & White Consulting, LLC 401(k) plan — and how to find and check your own account.
Sones & White Consulting, LLC (EIN 84-2528685) reports SONES & WHITE CONSULTING, LLC RETIREMENT PLAN on its most recent Form 5500, with $820K in plan assets across 17 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 Sones & White Consulting, LLC filing — schedules, fees, and providers.
Sones & White Consulting, LLC’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 Sones & White Consulting, LLCHR for the recordkeeper’s name and login.