Original filing (PDF)20250718050410NAL0000597411001

HENRY B WHITAKER INC

Name: HENRY B WHITAKER INC — HENRY B WHITAKER INC 401K, Form 5500 (2024)
Creator: HENRY B WHITAKER INC

Form 5500-SF

FILING_RECEIVED

HENRY B WHITAKER INC 401K

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$17K

Net assets (EOY)

$17K

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (7th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for HENRY B WHITAKER INC.

Plan sponsor

Name

HENRY B WHITAKER INC

EIN

13-2912711

Address

5 FALLSVIEW LN · BREWSTER, NY · 10509

Phone

(914) 962-9873

Industry

Constructionsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-18

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

Related plans

Similar-size Construction plans

SUMMIT GLASS CORPORATION

SUMMIT GLASS CORPORATION 401(K) PLAN

$17K · 7 participants

ELY CONCRETE

ELY CONCRETE CBIN BENEFIT PLAN

$17K · 14 participants

AMERICAN DECK MARYLAND/METRO DC, INC.

AMERICAN DECK METRO 401(K) PLAN

$17K · 3 participants

EXTERIOR SOLUTIONS PLUS

ESP 401(K) PLAN

$17K · 5 participants

NEMOW INSULATION

NEMOW INSULATION MCF BENEFIT PLAN

$17K · 13 participants