How big is Jonathan D. White's plan?

Jonathan D. White's plan reported $199K in assets and 2 participants for 2024.

Original filing (PDF)20250630124838NAL0017307520001

Jonathan D. White

Name: Jonathan D. White — White Hawk Wealth Management, Form 5500 (2024)
Creator: Jonathan D. White
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

White Hawk Wealth Management 401(k)

401(k) retirement plan · Jonathan D. White's White Hawk Wealth Management 401(k) held $199K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$199K

Net assets (EOY)

$199K

People on this filing

Jonathan White signed Jonathan D. White's 2024 Form 5500 as plan administrator.

Jonathan White — 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

Jonathan D. White's EIN is 81-5365149.

EIN 81-5365149

Plan number 001

Plan year 2024

ACK ID 20250630124838NAL0017307520001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Jonathan D. White from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Jonathan D. White's plan includes a 401(k) feature, profit-sharing, automatic enrollment.

Decision-maker contacts

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

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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