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RYAN L. WHITE — WHITE PLUMBING & HEATING, INC.ROTH 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250611131833NAL0012250275001
RYAN L. WHITE
Form 5500-SF
FILING_RECEIVED
WHITE PLUMBING & HEATING, INC.ROTH 401(K) PLAN
401(k) retirement plan
Active participants
4
Accounts w/ balance
4
Plan assets (EOY)
$181K
Net assets (EOY)
$181K
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
RYAN L. WHITE
.
Find decision makers
Plan sponsor
Name
RYAN L. WHITE
DBA
WHITE PLUMBING AND HEATING INC.
EIN
47-2568358
Address
PO BOX 425 · HARWICH, MA · 026450425
Phone
(508) 240-1151
Industry
Plumbing, Heating, AC Contractors
· Construction
see all
Plan administrator
Name
THE MONTGOMERY FINANCIAL GROUP, INC.
EIN
20-4852797
City
ORLEANS, MA
Phone
(508) 240-1151
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-06-11
Pension benefit codes
2J · 401(k) feature
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providers
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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.
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