How big is Owen & White, Inc.'s plan?

Owen & White, Inc.'s plan reported $269K in assets and 15 participants for 2024.

Original filing (PDF)20250710135537NAL0005576865001

Owen & White, Inc.

Name: Owen & White, Inc. — Owen & White, Inc. Profit, Form 5500 (2024)
Creator: Owen & White, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Owen & White, Inc. Profit Sharing Plan and Trust

Defined-contribution retirement plan · Owen & White, Inc.'s Owen & White, Inc. Profit Sharing Plan and Trust held $269K in plan assets for 15 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$269K

Net assets (EOY)

$269K

People on this filing

TOBY J Fruge signed Owen & White, Inc.'s 2024 Form 5500 as plan administrator.

TOBY J Fruge — 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

Owen & White, Inc.'s EIN is 72-0542519.

EIN 72-0542519

Plan number 001

Plan year 2024

ACK ID 20250710135537NAL0005576865001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Owen & White, Inc.'s plan includes profit-sharing, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for OWEN & WHITE, INC..

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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

Knocking points off