How big is White WING Wealth Management, LLC's plan?

White WING Wealth Management, LLC's plan reported $560K in assets and 4 participants for 2024.

Original filing (PDF)20250617161147NAL0000904131001

White WING Wealth Management, LLC

Name: White WING Wealth Management, LLC — White WING, Form 5500 (2024)
Creator: White WING Wealth Management, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

White WING Wealth Management, LLC 401(k) Plan

401(k) retirement plan · White WING Wealth Management, LLC's White WING Wealth Management, LLC 401(k) Plan held $560K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$560K

Net assets (EOY)

$560K

People on this filing

Scott McMillan signed White WING Wealth Management, LLC's 2024 Form 5500 as plan administrator.

Scott McMillan — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

White WING Wealth Management, LLC's EIN is 47-1432103.

EIN 47-1432103

Plan number 001

Plan year 2024

ACK ID 20250617161147NAL0000904131001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for White WING Wealth Management, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

White WING Wealth Management, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), automatic enrollment.

Decision-maker contacts

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

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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 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 average account balance (86th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Plan sponsor

Name

WHITE WING WEALTH MANAGEMENT, LLC

EIN

all filings

Address

1610 WOODSTEAD COURT STE 251 · THE WOODLANDS, TX · 77380

Phone

(832) 764-5305

Industry

Finance & Insurance

Plan administrator