How big is Whitestone Young, PC's plan?

Whitestone Young, PC's plan reported $3.0M in assets and 9 participants for 2024.

Original filing (PDF)20251014114531NAL0005676562001

Whitestone Young, PC

Name: Whitestone Young, PC — Whitestone Young, PC 401(k), Form 5500 (2024)
Creator: Whitestone Young, PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Whitestone Young, PC 401(k) Plan

401(k) retirement plan · Whitestone Young, PC's Whitestone Young, PC 401(k) Plan held $3.0M in plan assets for 9 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.0M

Net assets (EOY)

$3.0M

People on this filing

Brian Drummond signed Whitestone Young, PC's 2024 Form 5500 as plan administrator.

Brian Drummond — 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

Whitestone Young, PC's EIN is 54-1092426.

EIN 54-1092426

Plan number 001

Plan year 2024

ACK ID 20251014114531NAL0005676562001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Whitestone Young, PC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Whitestone Young, PC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WHITESTONE YOUNG, PC.

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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