The Whitestone Group, Inc.'s EIN is 34-1941099.
Download the official 2024 Form 5500 (PDF) for The Whitestone Group, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)The Whitestone Group, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | 84-0467907 | — | RECORDKEEPER | $27K | — |
| EMPOWER ADVISORY GROUP, LLC | 84-0467907 | — | INVESTMENT MGMT | $361 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 13-2808480 |
| — |
| BROKER |
| $22K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MCGREGOR & ASSOCIATES, INC. | 61-1211399 | — | CONTRAC ADMIN | $9K | — |
