How big is Daniel a White & Associates' plan?

Daniel a White & Associates' plan reported $3.1M in assets and 7 participants for 2024.

Original filing (PDF)20250725104556NAL0007264672001

Daniel a White & Associates

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

Form 5500-SF

FILING_RECEIVED

Daniel a White & Associates Cash Balance Plan

Defined-benefit pension plan · Daniel a White & Associates' Daniel a White & Associates Cash Balance Plan held $3.1M in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$3.1M

Net assets (EOY)

$3.1M

People on this filing

Daniel White signed Daniel a White & Associates' 2024 Form 5500 as plan administrator.

Daniel White — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Daniel a White & Associates' EIN is 33-1170688.

EIN 33-1170688

Plan number 001

Plan year 2024

ACK ID 20250725104556NAL0007264672001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Daniel a White & Associates' plan includes a defined-benefit pension formula, a cash-balance formula.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for DANIEL A 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 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