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Original filing (PDF)20251015165808NAL0010747986001
WHITE MANAGEMENT CORP.
Form 5500
FILING_RECEIVED
WHITE MANAGEMENT CORP 401(K) PLAN
401(k) retirement plan
Signals · 2
33% in single holdingNo recordkeeper disclosed
Active participants
384
Accounts w/ balance
186
Plan assets (EOY)
$6.5M
Net assets (EOY)
$6.5M
How this plan invests
This plan
1 pooled trust
Schedule D
17 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
83
Total plan cost
100
Vendor stack
80
Participation health
65
Knocking points off
- Top holding "Vangaurd Total Stock Mkt Idx Adm Mutual Fund" is 33% of plan.
- No recordkeeper disclosed on Schedule C.
- Only 48% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
- Below-peer total fees (12 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WHITE MANAGEMENT CORP..
Plan sponsor
Name
WHITE MANAGEMENT CORP.
EIN
16-1003072
Address
PO BOX 364, 1 EAST PARK ROW · CLINTON, NY · 13323
Phone
(315) 853-8698
Industry
Accommodation & Food Servicessee 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
2025-10-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
D'ARCANGELO & CO., LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE | 71-0294708 | — | SERVICE PROVIDER | $8K | — |
Investments
17 direct securities · 1 pooled fund· $6.5M(99% of reported assets)
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.
Uncategorized
$6.5M
17 holdings
Pooled Separate Account
$0
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vangaurd Total Stock Mkt Idx Adm Mutual Fund | — | — | — | $2.1M | 32.9% | |
| Vanguard Total Bond Market Index Adm Mutual Fund | — | — | — | $1.4M | 22.3% | |
| Vanguard Total Intl Stock Index Admiral Mutual Fund | — | — | — | $1.4M | 22.0% | |
| Vanguard Total Intl Bd Idx Admiral Mutual Fund | — | — | — | $618K | 9.5% | |
| Vanguard Real Estate Index Admiral Mutual Fund | — | — | — | $361K | 5.5% | |
| Vanguard Short-Term Bond Index Adm Mutual Fund ** 5 Vanguard Shrt-Term Infl-Prot Sec Idx Adm Mutual Fund | — | — | — | $263K | 4.0% | |
| Vanguard Growth Index Admiral Mutual Fund | — | — | — | $53K | 0.8% | |
| Vanguard 500 Index Admiral Mutual Fund | — | — | — | $34K | 0.5% | |
| Vangaurd Value Index Admiral Mutual Fund | — | — | — | $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 | — | — | — | $18K | 0.3% | |
| Vanguard Mid-Cap Index Admiral Mutual Fund | — | — | — | $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 | — | — | — | $15K | 0.2% | |
| Vanguard Small Cap Growth Index Admiral Mutual Fund | — | — | — | $10K | 0.2% | |
| Vanguard Interm-Term Bond Index Adm Mutual Fund ** 5 Vangaurd Mid-Cap Growth Index Admiral Mutual Fund | — | — | — | $9K | 0.1% | |
| Vangaurd Mid-Cap Value Index Admiral Mutual Fund | — | — | — | $9K | 0.1% | |
| Vanguard Small Cap Index Adm Mutual Fund | — | — | — | $7K | 0.1% | |
| Vangaurd Small Cap Value Index Admiral Mutual Fund | — | — | — | $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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