Original filing (PDF)20250718134812NAL0002681072001

SA WHITE & ASSOCIATES, LLC DBA CYPRESS HEALTHCARE CONSULTANTS

Name: SA WHITE & ASSOCIATES, LLC DBA CYPRESS HEALTHCARE CONSULTANTS — SA WHITE & ASSOCIATES 401(K) PLAN, Form 5500 (2024)
Creator: SA WHITE & ASSOCIATES, LLC DBA CYPRESS HEALTHCARE CONSULTANTS

Form 5500-SF

FILING_RECEIVED

SA WHITE & ASSOCIATES 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$582K

Net assets (EOY)

$582K

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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (93rd percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SA WHITE & ASSOCIATES, LLC DBA CYPRESS HEALTHCARE CONSULTANTS.

Plan sponsor

Name

SA WHITE & ASSOCIATES, LLC DBA CYPRESS HEALTHCARE CONSULTANTS

EIN

45-3556192all filings

Address

500 N CENTRAL EXPRESSWAY · SUITE 500 · PLANO, TX · 75074

Phone

(972) 424-1360

Industry

All Other Professional Services· Professional & Technical Servicessee all

Plan administrator