Original filing (PDF)20250211100120NAL0010474371001

WHITE AND ASSOCIATES HOME ASSISTANCE

Name: WHITE AND ASSOCIATES HOME ASSISTANCE — WHITE AND ASSOCIATES HOME ASSISTANCE 401(K) PLAN, Form 5500 (2024)
Creator: WHITE AND ASSOCIATES HOME ASSISTANCE

Form 5500-SF

FILING_RECEIVED

WHITE AND ASSOCIATES HOME ASSISTANCE 401(K) PLAN

401(k) retirement plan

Active participants

117

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

Plan health score

Above-average plan

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 70% of scoring inputs for this filing.

Compliance & integrity

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No IQPA named; plan is in the 80-120 transition zone.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (4th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

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

Plan sponsor

Name

WHITE AND ASSOCIATES HOME ASSISTANCE

EIN

43-1759709

Address

300 STATE ROUTE U · CARUTHERSVILLE, MO · 638302332

Phone

(573) 333-0084

Industry

Health Care & Social Assistancesee all

Plan administrator