David K. Holeman signed Whitestone REIT's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Whitestone REIT's EIN is 76-0594970.
Download the official 2024 Form 5500 (PDF) for Whitestone REIT from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Whitestone REIT's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE & ANNUITY | 71-0294708 | — | RECORD KEEPER | $49K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| OSAIC WEALTH INC | — | SCOTTSDALE, AZ | BROKER/DEALER | $0 | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $8.8M | 92.7% | |
| [Assets held in common collective trust] | Other | — | — | $128K | 1.4% | |
| VOYA MID-CAP GROWTH EQUITY FUND - C VOYA INVESTMENT TRUST CO · EIN 06-1440627 / PN 038 | Common Collective Trust | — | — | $128K | 1.4% | |
| [Assets held in participant loans] | Other | — | — | $77K | 0.8% |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PANNELL KERR FORSTER OF TEXAS P.C. | 76-0356884 | — | AUDITOR | $16K | — |
