How big is R J W DBA Whites Heating and Sheet Metal's plan?

R J W DBA Whites Heating and Sheet Metal's plan reported $2.8M in assets and 14 participants for 2024.

Original filing (PDF)20251008164105NAL0003154067001

R J W DBA Whites Heating and Sheet Metal

Name: R J W DBA Whites Heating and Sheet Metal — Form 5500 Plan 001 (2024)
Creator: R J W DBA Whites Heating and Sheet Metal
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

White's Heating & Sheet Metal Profit Sharing Plan

401(k) retirement plan · R J W DBA Whites Heating and Sheet Metal's White's Heating & Sheet Metal Profit Sharing Plan held $2.8M in plan assets for 14 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.8M

Net assets (EOY)

$2.8M

Plan identifiers

R J W DBA Whites Heating and Sheet Metal's EIN is 20-1257631.

EIN 20-1257631

Plan number 001

Plan year 2024

ACK ID 20251008164105NAL0003154067001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for R J W DBA Whites Heating and Sheet Metal from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

R J W DBA Whites Heating and Sheet Metal's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for R J W DBA WHITES HEATING AND SHEET METAL.

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Plan health score

Top-tier plan health

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

Helping the score