· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
WHITEBIRCH, INC. — WHITEBIRCH, INC. 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250922093212NAL0004521921001
WHITEBIRCH, INC.
Form 5500-SF
FILING_RECEIVED
WHITEBIRCH, INC. 401(K) PLAN
401(k) retirement plan
Active participants
37
Accounts w/ balance
29
Plan assets (EOY)
$101K
Net assets (EOY)
$101K
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
WHITEBIRCH, INC.
.
Find decision makers
Plan sponsor
Name
WHITEBIRCH, INC.
EIN
41-1233513
Address
9252 BREEZY POINT DRIVE · BREEZY POINT, MN · 56472
Phone
(218) 562-7672
Industry
Accommodation & Food Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-22
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Accommodation & Food Services plans
DEL MAR INN ASSOCIATES, DBA HOTEL DEL MAR
DEL MAR INN ASSOCIATES, DBA HOTEL DEL MAR 401(K) PLAN
$101K · 25 participants
INCEPTION HOSPITALITY, LLC DBA INCEPTION HR, LLC
INCEPTION HOSPITALITY 401(K) PLAN
$101K · 53 participants
ROYAL GUEST HOTELS LLC
ROYAL GUEST HOTELS LLC 401(K) PROFIT SHARING PLAN & TRUST
$102K · 6 participants
FIRST FLIGHT HOTEL LLC
FIRST FLIGHT HOTEL LLC 401(K) PROFIT SHARING PLAN & TRUST
$101K · 18 participants
ATHENA HOSPITALITY GROUP LLC
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
AHG 401(K) PLAN
$102K · 93 participants
CHAMOUNE GARDENS
CHAMOUNE GARDENS - 401(K) PLAN
$101K · 2 participants
Large plans in Minnesota
WELLS FARGO & COMPANY
WELLS FARGO & COMPANY 401(K) PLAN
$57.9B · 167,176 participants
UNITED HEALTHCARE SERVICES INC.
UNITEDHEALTH GROUP 401(K) SAVINGS PLAN MASTER TRUST
$31.0B
MINNESOTA LIFE INSURANCE COMPANY
MASTER SEPARATE ACCOUNT
$29.2B
UNITEDHEALTH GROUP INCORPORATED
UNITEDHEALTH GROUP 401(K) SAVINGS PLAN
$26.6B · 199,134 participants
TARGET CORPORATION
TARGET CORPORATION 401(K) PLAN
$14.4B · 427,999 participants
TARGET CORPORATION
TARGET CORPORATION 401(K) MASTER TRUST
$14.2B
