Back to filter
Original filing (PDF)20250527104033NAL0003977395001
HOLSTEIN WHITE, INC.
Form 5500-SF
FILING_RECEIVED
HOLSTEIN WHITE, INC. 401(K) PLAN
401(k) retirement plan
Active participants
17
Accounts w/ balance
19
Plan assets (EOY)
$1.9M
Net assets (EOY)
$1.9M
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
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HOLSTEIN WHITE, INC..
Plan sponsor
Name
HOLSTEIN WHITE, INC.
EIN
26-0612229
Address
3800 HORIZON BLVD, SUITE 503 · TREVOSE, PA · 19053
Phone
(215) 322-7711
Industry
Engineering Services· Professional & Technical 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
2025-05-27
Pension benefit codes
2A · Age/service weighted or new comparability
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)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Engineering Services plans
CFI COMPANIES INC.
CFI COMPANIES INC. 401(K) PROFIT SHARING PLAN
$1.9M · 29 participants
CV INC
CV, INC 401(K)
$1.9M · 33 participants
SIERRA CONSULTING STRUCTURAL ENGINEERS, LLC
SIERRA CONSULTING STRUCTURAL ENGIN 401(K) P/S PLAN
$1.9M · 5 participants
VIRGILIO & ASSOCIATES
VIRGILIO & ASSOCIATES 401(K) PLAN
$1.9M · 7 participants
HERITAGE LAND SERVICES, INC.
HERITAGE LAND SERVICES, INC. 401(K) PLAN
$1.9M · 7 participants
DAVINCI ENGINEERING & CONSULTING, LLC
DAVINCI ENGINEERING AND CONSULTING, LLC 401(K) PROFIT SHARING PLAN
$1.9M · 15 participants
Large plans in Pennsylvania
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY INSTITUTIONAL TOTAL INTERNATIONAL STOCK MARKET INDEX TRUST II
$223.1B
VANGUARD FIDUCIARY TRUST COMPANY
VFTC INSTITUTIONAL 500 INDEX TRUST
$183.5B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2035 MASTER TRUST
$116.3B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2045 MASTER TRUST
$109.4B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2040 MASTER TRUST
$108.2B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2030 MASTER TRUST
$106.2B