How big is Whitepeterman Properties Inc.'s plan?

Whitepeterman Properties Inc.'s plan reported $6.9M in assets and 15 participants for 2025.

Original filing (PDF)20260413111825NAL0022469952001

Whitepeterman Properties Inc.

Name: Whitepeterman Properties Inc. — Whitepeterman, Form 5500 (2025)
Creator: Whitepeterman Properties Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Whitepeterman Properties Inc. 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Whitepeterman Properties Inc.'s Whitepeterman Properties Inc. 401(k) Profit Sharing Plan & Trust held $6.9M in plan assets for 15 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.9M

Net assets (EOY)

$6.9M

People on this filing

Kevin S Carlson signed Whitepeterman Properties Inc.'s 2025 Form 5500 as plan administrator.

Kevin S Carlson — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Whitepeterman Properties Inc.'s EIN is 20-5872102.

EIN 20-5872102

Plan number 001

Plan year 2025

ACK ID 20260413111825NAL0022469952001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Whitepeterman Properties Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Whitepeterman Properties Inc.'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 WHITEPETERMAN PROPERTIES INC.

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (97th percentile).

Plan sponsor

Name

WHITEPETERMAN PROPERTIES INC

EIN

all filings

Address

9800 CONNECTICUT DR · CROWN POINT, IN · 463077840

Phone

(219) 757-3727

Industry

Finance & Insurance

Plan administrator