Original filing (PDF)20251010101540NAL0007935745001

White Brokerage Company

Name: White Brokerage Company — White Brokerage Company, Form 5500 (2024)
Creator: White Brokerage Company
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

White Brokerage Company Profit Sharing Plan

Defined-contribution retirement plan · White Brokerage Company's White Brokerage Company Profit Sharing Plan filed a Form 5500 for plan year 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan identifiers

White Brokerage Company's EIN is 38-2420654.

EIN 38-2420654

Plan number 002

Plan year 2024

ACK ID 20251010101540NAL0007935745001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

White Brokerage Company's plan includes profit-sharing, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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

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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