How big is Riley White, Inc.'s plan?

Riley White, Inc.'s plan reported $4.2M in assets and 31 participants for 2024.

Original filing (PDF)20250909152318NAL0012672899001

Riley White, Inc.

Name: Riley White, Inc. — Riley White, Inc. 401(k) Plan, Form 5500 (2024)
Creator: Riley White, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Riley White, Inc. 401(k) Plan

401(k) retirement plan · Riley White, Inc.'s Riley White, Inc. 401(k) Plan held $4.2M in plan assets for 31 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.2M

Net assets (EOY)

$4.2M

Plan identifiers

Riley White, Inc.'s EIN is 61-0986608.

EIN 61-0986608

Plan number 001

Plan year 2024

ACK ID 20250909152318NAL0012672899001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Riley White, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Riley White, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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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