How big is Whitestone Financial Group, LLP's plan?

Whitestone Financial Group, LLP's plan reported $555K in assets and 7 participants for 2024.

Original filing (PDF)20251015052036NAL0003846913001

Whitestone Financial Group, LLP

Name: Whitestone Financial Group, LLP — Whitestone, Form 5500 (2024)
Creator: Whitestone Financial Group, LLP
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Whitestone Financial Group 401(k) Plan

401(k) retirement plan · Whitestone Financial Group, LLP's Whitestone Financial Group 401(k) Plan held $555K in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$555K

Net assets (EOY)

$555K

Plan identifiers

Whitestone Financial Group, LLP's EIN is 20-4671686.

EIN 20-4671686

Plan number 001

Plan year 2024

ACK ID 20251015052036NAL0003846913001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Whitestone Financial Group, LLP from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Whitestone Financial Group, LLP's plan includes profit-sharing, a 401(k) feature, a default investment (QDIA), ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WHITESTONE FINANCIAL GROUP, LLP.

Finding similar companies…

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