White Arrow, Inc.'s EIN is 61-1432891.
Download the official 2024 Form 5500 (PDF) for White Arrow, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)White Arrow, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | 93-1253576 | — | NONE | $21K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FINANCIAL COUNSELING RESOURCES, LLC | 33-0843823 | — | NONE | $19K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| John Hancock JHancock Bond R6 | Mutual Funds | — | — | $1.0M | 20.8% | |
| Vanguard 500 Index Admiral | Common Collective Trusts | — | — | $832K | 16.8% | |
| Vanguard Developed Markets Index Admiral | Mutual Funds | — | — | $767K | 15.5% | |
| Annuity Contract * Standard Stable Asset D | Other securities | — | — | $508K | 10.3% | |
| Vanguard Value Index Admiral | Mutual Funds | — | — | $430K | 8.7% | |
| JP Morgan JPMorgan Large Cap Growth R6 | Other securities | — | — | $429K | 8.7% | |
| secured by vested account balances | Other securities | — | — | $263K | 5.3% | |
| Columbia Small Cap Index R5 | Other securities | — | — | $255K | 5.2% | |
| Vanguard Mid Cap Value Index Admiral | Mutual Funds | — | — | $154K | 3.1% | |
| MFS Mid Cap Growth R5 | Mutual Funds | — | — | $144K | 2.9% | |
| American Funds American Funds American Balanced R6 | Mutual Funds | — | — | $109K | 2.2% | |
| Janus Distributors, LLC Janus Global Technology | Mutual Funds | — | — | $24K | 0.5% |
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