How big is Perrine and Whitaker Inc.'s plan?

Perrine and Whitaker Inc.'s plan reported $11K in assets and 11 participants for 2024.

Original filing (PDF)20250718115955NAL0000860195001

Perrine and Whitaker Inc.

Name: Perrine and Whitaker Inc. — New Horizon Insurance, Form 5500 (2024)
Creator: Perrine and Whitaker Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

New Horizon Insurance 401(k) Plan

401(k) retirement plan · Perrine and Whitaker Inc.'s New Horizon Insurance 401(k) Plan held $11K in plan assets for 11 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$11K

Net assets (EOY)

$11K

People on this filing

Marcus Bowie signed Perrine and Whitaker Inc.'s 2024 Form 5500 as plan administrator.

Marcus Bowie — 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

Perrine and Whitaker Inc.'s EIN is 77-0542433.

EIN 77-0542433

Plan number 001

Plan year 2024

ACK ID 20250718115955NAL0000860195001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Perrine and Whitaker Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Perrine and Whitaker Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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

Finding similar companies…

Plan health score

Above-average plan

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