How big is White-Spunner Investments, LLC's plan?

White-Spunner Investments, LLC's plan reported $80K in assets and 3 participants for 2024.

Original filing (PDF)20250731153052NAL0002691251001

White-Spunner Investments, LLC

Name: White-Spunner Investments, LLC — White-Spunner, Form 5500 (2024)
Creator: White-Spunner Investments, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

White-Spunner Investments, LLC 401(k) Plan

401(k) retirement plan · White-Spunner Investments, LLC's White-Spunner Investments, LLC 401(k) Plan held $80K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$80K

Net assets (EOY)

$80K

Plan identifiers

White-Spunner Investments, LLC's EIN is 63-1230593.

EIN 63-1230593

Plan number 001

Plan year 2024

ACK ID 20250731153052NAL0002691251001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for White-Spunner Investments, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

White-Spunner Investments, LLC'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 WHITE-SPUNNER INVESTMENTS, LLC.

Finding similar companies…

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