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Original filing (PDF)20250731141235NAL0013420178001
BATES WHITE, LLC.
Form 5500
FILING_RECEIVED
BATES WHITE, LLC 401(K) PLAN
401(k) retirement plan
Active participants
363
Accounts w/ balance
524
Plan assets (EOY)
$126.0M
Net assets (EOY)
$126.0M
How this plan invests
This plan
1 pooled trust
Schedule D
30 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (1 bps vs 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BATES WHITE, LLC..
Plan sponsor
Name
BATES WHITE, LLC.
EIN
52-2183096
Address
2001 K STREET, NORTH BUILDING · SUITE 500 · WASHINGTON, DC · 20006
Phone
(202) 408-6110
Industry
All Other Professional Services· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-31
Pension benefit codes
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3F · Sponsor used leased employees
2F · ERISA section 404(c)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $2K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $10K | — |
Investments
29 direct securities · 1 pooled fund· $126.0M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$125.3M
29 holdings
Common Collective Trust
$642K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Mutual Fund N/R | — | — | — | $26.6M | 21.1% | |
| Fidelity Contrafund Class K6 Mutual Fund N/R | — | — | — | $13.0M | 10.3% | |
| Fidelity Total Market Index Mutual Fund N/R | — | — | — | $8.7M | 6.9% | |
| Fidelity Extended Market Index Mutual Fund N/R | — | — | — | $7.1M | 5.6% | |
| T. Rowe Price Retirement 2050 Mutual Fund N/R | — | — | — | $6.4M | 5.1% | |
| T. Rowe Price Retirement 2040 Mutual Fund N/R | — | — | — | $6.2M | 4.9% | |
| T. Rowe Price Retirement 2060 Mutual Fund N/R | — | — | — | $5.3M | 4.2% | |
| T. Rowe Price Retirement 2045 Mutual Fund N/R | — | — | — | $4.8M | 3.8% | |
| Dodge & Cox Stock X Mutual Fund N/R | — | — | — | $4.8M | 3.8% | |
| Fidelity International Index Mutual Fund N/R | — | — | — | $4.5M | 3.5% | |
| Artisan Mid Cap Inst Mutual Fund N/R | — | — | — | $3.4M | 2.7% | |
| Baird Core Plus Bond Inv Mutual Fund N/R | — | — | — | $3.2M | 2.6% | |
| T. Rowe Price Retirement 2035 Mutual Fund N/R | — | — | — | $3.2M | 2.6% | |
| Fidelity Blue Chip Growth Fund Class K6 Mutual Fund N/R | — | — | — | $3.2M | 2.5% | |
| T. Rowe Price Retirement 2055 Mutual Fund N/R | — | — | — | $3.0M | 2.4% | |
| T. Rowe Price Retirement 2025 Mutual Fund N/R | — | — | — | $2.8M | 2.2% | |
| Vanguard Total Bond Market Index Adm Mutual Fund N/R | — | — | — | $2.5M | 2.0% | |
| Fidelity Emerging Markets Fund Class K Mutual Fund N/R | — | — | — | $2.5M | 2.0% | |
| Fidelity International Discovery Fund Class K Mutual Fund N/R | — | — | — | $2.5M | 2.0% | |
| Fidelity Government Money Market Fund Money Market Fund N/R | — | — | — | $2.4M | 1.9% | |
| Victory Sycamore Established Value Fund Mutual Fund N/R | — | — | — | $2.4M | 1.9% | |
| Class R6 DFA US Small Market Cap Value Mutual Fund N/R | — | — | — | $2.3M | 1.8% | |
| T. Rowe Price Retirement 2065 Mutual Fund N/R | — | — | — | $1.3M | 1.0% | |
| T. Rowe Price Retirement 2020 Mutual Fund N/R | — | — | — | $1.0M | 0.8% | |
| T. Rowe Price Retirement 2030 Mutual Fund N/R | — | — | — | $754K | 0.6% | |
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $642K | 0.5% | |
| Cohen & Steers Realty Shares Fund Mutual Fund N/R | — | — | — | $592K | 0.5% | |
| Conestoga Small Cap Fund Investors Class Mutual Fund N/R | — | — | — | $476K | 0.4% | |
| Participant Loans Interest rates: 4.25%-9.50% $0 | — | — | — | $305K | 0.2% | |
| Principal Diversified Real Asset Fund R6 Mutual Fund N/R | — | — | — | $8K | <0.1% |
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