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WILLIAM J. WHITE EDUCATIONAL & BEHAVIORAL CONSULTING SERVICES, INC. — WILLIAM J. WHITE EDUCATIONAL & BEHAVIORAL CONSULTING SERVICES, INC. 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250430130419NAL0001904657001
WILLIAM J. WHITE EDUCATIONAL & BEHAVIORAL CONSULTING SERVICES, INC.
Form 5500-SF
FILING_RECEIVED
WILLIAM J. WHITE EDUCATIONAL & BEHAVIORAL CONSULTING SERVICES, INC. 401(K) PLAN
401(k) retirement plan
Active participants
102
Accounts w/ balance
52
Plan assets (EOY)
$2.3M
Net assets (EOY)
$2.3M
Plan health score (directional)
83
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
90
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
WILLIAM J. WHITE EDUCATIONAL & BEHAVIORAL CONSULTING SERVICES, INC.
.
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Plan sponsor
Name
WILLIAM J. WHITE EDUCATIONAL & BEHAVIORAL CONSULTING SERVICES, INC.
EIN
02-0495095
Address
23 WEST ST. #3 · PO BOX 1150 · ASHLAND, NH · 03217
Phone
(603) 968-7452
Industry
Educational Services
see all
Plan administrator
Name
COMPASS 360, LLC
EIN
81-1939215
City
STRATHAM, NH
Phone
(603) 778-9920
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-04-30
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
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Knocking points off
No IQPA named; plan is in the 80-120 transition zone — may be filing as small.
51% balance-to-active ratio — below typical for a healthy 401(k).
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Auditor
—
Trustee / custodian
—
Trustee phone
—
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