Original filing (PDF)20240808105232NAL0004927905001

BONNIE K. WHITE & ASSOCIATES, INC.

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

Form 5500-SF

FILING_RECEIVED

BONNIE K. WHITE & ASSOCIATES 401K PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BONNIE K. WHITE & ASSOCIATES, INC..

Plan sponsor

Name

BONNIE K. WHITE & ASSOCIATES, INC.

EIN

31-1229028

Address

9517 CROTON DRIVE · CINCINNATI, OH · 45242

Phone

(513) 891-3318

Industry

Professional & Technical Servicessee all

Plan administrator