Original filing (PDF)20250725104556NAL0007264672001

DANIEL A WHITE & ASSOCIATES

Name: DANIEL A WHITE & ASSOCIATES — DANIEL A WHITE & ASSOCIATES CASH BALANCE PLAN, Form 5500 (2024)
Creator: DANIEL A WHITE & ASSOCIATES

Form 5500-SF

FILING_RECEIVED

DANIEL A WHITE & ASSOCIATES CASH BALANCE PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$3.1M

Net assets (EOY)

$3.1M

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 DANIEL A WHITE & ASSOCIATES.

Plan sponsor

Name

DANIEL A WHITE & ASSOCIATES

EIN

33-1170688

Address

51 WOODLAND DRIVE · GLEN MILLS, PA · 19342

Phone

(610) 358-8942

Industry

All Other Professional 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

2025-07-25

Pension benefit codes

1A · Pay-related DB formula

1C · Cash balance or similar hybrid DB

3B · Covers self-employed individuals

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 providers

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