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

Wendell White, Inc.'s plan reported $232K in assets and 11 participants for 2025.

Original filing (PDF)20260204132522NAL0005122643001

Wendell White, Inc.

Name: Wendell White, Inc. — Wendell White, Inc., 401(k), Form 5500 (2025)
Creator: Wendell White, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Wendell White, Inc., 401(k) Plan

401(k) retirement plan · Wendell White, Inc.'s Wendell White, Inc., 401(k) Plan held $232K in plan assets for 11 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$232K

Net assets (EOY)

$232K

Plan identifiers

Wendell White, Inc.'s EIN is 72-1267763.

EIN 72-1267763

Plan number 001

Plan year 2025

ACK ID 20260204132522NAL0005122643001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Wendell White, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

Helping the score