How big is RM White & Associates' plan?

RM White & Associates' plan reported $2.8M in assets and 3 participants for 2024.

Original filing (PDF)20250813150608NAL0004934179001

RM White & Associates

Name: RM White & Associates — RM White & Associates 401(k), Form 5500 (2024)
Creator: RM White & Associates
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

RM White & Associates 401(k) PS Plan

401(k) retirement plan · RM White & Associates' RM White & Associates 401(k) PS Plan held $2.8M in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.8M

Net assets (EOY)

$2.8M

Plan identifiers

RM White & Associates' EIN is 33-0212086.

EIN 33-0212086

Plan number 001

Plan year 2024

ACK ID 20250813150608NAL0004934179001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for RM White & Associates from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

RM White & Associates' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

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

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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 average account balance (93rd percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (88th percentile).

Plan sponsor

Name

RM WHITE & ASSOCIATES

EIN

all filings

Address

23 CORPORATE PLAZA DRIVE SUITE 150 · NEWPORT BEACH, CA · 92660

Phone

(949) 474-7012

Industry

CPA Offices· Professional & Technical Services

Plan administrator