Original filing (PDF)20240730140710NAL0011900755001

WHITE HOLDINGS INC.

Name: WHITE HOLDINGS INC. — WHITE HOLDINGS INC. 401(K) PLAN, Form 5500 (2023)
Creator: WHITE HOLDINGS INC.

Form 5500-SF

FILING_RECEIVED

WHITE HOLDINGS INC. 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$602K

Net assets (EOY)

$602K

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WHITE HOLDINGS INC..

Plan sponsor

Name

WHITE HOLDINGS INC.

EIN

26-0294287

Address

17125 W BLUEMOUND RD STE A · BROOKFIELD, WI · 53005

Phone

(920) 723-8688

Industry

Other Services (ex. Public Admin)see all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-07-30

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Other Services (ex. Public Admin) plans

EVOLVE MEDICAL ASSOCIATES, PLLC

EVOLVE MEDICAL ASSOCIATES RETIREMENT PLAN

$600K · 4 participants

BETHESDA CARES, INC.

BETHESDA CARES, INC. 401(K) PLAN

$597K · 27 participants

HAYLIE POMROY GROUP, INC.

HAYLIE POMROY GROUP, INC. 401(K) PROFIT SHARING PLAN

$609K · 7 participants

CRANDALL & ASSOCIATES CONSULTING DIETITIANS, INC.

CRANDALL & ASSOCIATES CONSULTING DIETITIANS, INC. 401(K) PLAN

$610K · 75 participants

ZOOM MANAGEMENT, LLC

ZOOM TAN 401(K) PLAN