Marcus Bowie signed White Management Corp.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
White Management Corp.'s EIN is 16-1003072.
Download the official 2024 Form 5500 (PDF) for White Management Corp. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)White Management Corp.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE | 71-0294708 | — | SERVICE PROVIDER | $8K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vangaurd Total Stock Mkt Idx Adm Mutual Fund | Common Collective Trusts | — | — | $2.1M | 32.9% | |
| Vanguard Total Bond Market Index Adm Mutual Fund | Mutual Funds | — | — | $1.4M | 22.3% | |
| Vanguard Total Intl Stock Index Admiral Mutual Fund | Mutual Funds | — | — | $1.4M | 22.0% | |
| Vanguard Total Intl Bd Idx Admiral Mutual Fund | Common Collective Trusts | — | — | $618K | 9.5% | |
| Vanguard Real Estate Index Admiral Mutual Fund | Mutual Funds | — | — | $361K | 5.5% | |
| Vanguard Short-Term Bond Index Adm Mutual Fund ** 5 Vanguard Shrt-Term Infl-Prot Sec Idx Adm Mutual Fund | Common Collective Trusts | — | — | $263K | 4.0% | |
| Vanguard Growth Index Admiral Mutual Fund | Mutual Funds | — | — | $53K | 0.8% | |
| Vanguard 500 Index Admiral Mutual Fund | Common Collective Trusts | — | — | $34K | 0.5% | |
| Vangaurd Value Index Admiral Mutual Fund | Other securities | — | — | $23K | 0.3% | |
| Vanguard Developed Markets Index Admiral Mutual Fund ** 129 Vanguard Emerging Markets Stock Index Admiral Mutual Fund ** 139 Vanguard FTSE Social Index Fund Admiral Shares Mutual Fund | Common Collective Trusts | — | — | $18K | 0.3% | |
| Vanguard Mid-Cap Index Admiral Mutual Fund | Mutual Funds | — | — | $17K | 0.3% | |
| [a] [b] [c] [d] [e] BANC Master Deposit Account A Money Market Account ** 17 Vanguard Federal Money Market Investor Money Market Account | Mutual Funds | — | — | $15K | 0.2% | |
| Vanguard Small Cap Growth Index Admiral Mutual Fund | Mutual Funds | — | — | $10K | 0.2% | |
| Vanguard Interm-Term Bond Index Adm Mutual Fund ** 5 Vangaurd Mid-Cap Growth Index Admiral Mutual Fund | Mutual Funds | — | — | $9K | 0.1% | |
| Vangaurd Mid-Cap Value Index Admiral Mutual Fund | Other securities | — | — | $9K | 0.1% | |
| Vanguard Small Cap Index Adm Mutual Fund | Mutual Funds | — | — | $7K | 0.1% | |
| Vangaurd Small Cap Value Index Admiral Mutual Fund | Other securities | — | — | $7K | 0.1% | |
| MAP VOYA SEPARATE ACCOUNT D VOYA RETIRMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 001 | Pooled Separate Account | — | — | $0 | <0.1% |
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