Original filing (PDF)20250829091034NAL0011043761001

WHITESTONE CONSTRUCTION GROUP, LLC

Name: WHITESTONE CONSTRUCTION GROUP, LLC — WHITESTONE CONSTRUCTION GROUP CASH BALANCE PLAN, Form 5500 (2024)
Creator: WHITESTONE CONSTRUCTION GROUP, LLC

Form 5500-SF

FILING_RECEIVED

WHITESTONE CONSTRUCTION GROUP CASH BALANCE PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$2.7M

Net assets (EOY)

$2.7M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WHITESTONE CONSTRUCTION GROUP, LLC.

Plan sponsor

Name

WHITESTONE CONSTRUCTION GROUP, LLC

EIN

47-4277366

Address

1800 PEMBROOK DRIVE, SUITE 190 · ORLANDO, FL · 32810

Phone

(407) 725-7744

Industry

Constructionsee 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

2025-08-29

Pension benefit codes

1C · Cash balance or similar hybrid DB

3D · Pre-approved plan (master / prototype / VS)

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

Related plans

Similar-size Construction plans

LYONS HOUSING LLC

LYONS HOUSING LLC 401(K) PLAN

$2.7M · 23 participants

ASSOCIATED DEVELOPMENT MANAGEMENT CORP.

ASSOCIATED DEVELOPMENT MANAGEMENT CORP. 401(K) PROFIT SHARING PLAN

$2.7M · 3 participants

BAVAR PROPERTIES GROUP, LLC

BAVAR PROPERTIES GROUP, LLC 401(K) RETIREMENT PLAN

$2.7M · 7 participants

PEACHTREE RESIDENTIAL PROPERTIES, I

THE PEACHTREE COMPANIES 401(K) SALARY REDUCTION PLAN & TRUST

$2.7M · 8 participants

FREDERICK & MAY CONSTRUCTION COMPANY, INC.