How big is John White & Co's plan?

John White & Co's plan reported $1.2M in assets and 3 participants for 2025.

Original filing (PDF)20260522094905NAL0003950848001

John White & Co

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

Form 5500-SF

FILING_RECEIVED

John White & Co. 401(k)

401(k) retirement plan · John White & Co's John White & Co. 401(k) held $1.2M in plan assets for 3 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

People on this filing

John P White signed John White & Co's 2025 Form 5500 as plan administrator.

John P 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

John White & Co's EIN is 83-2876833.

EIN 83-2876833

Plan number 001

Plan year 2025

ACK ID 20260522094905NAL0003950848001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for John White & Co from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

John White & Co's plan includes a self-directed brokerage window, a 401(k) feature.

Decision-maker contacts

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

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (86th percentile).

Plan sponsor

Name

JOHN WHITE & CO

EIN

all filings

Address

15915 S CRYSTAL CREEK DR STE. F · HOMER GLEN, IL · 60491

Phone

(708) 349-1040

Industry

Finance & Insurance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-05-22

Pension benefit codes

2R · Participant-directed brokerage (SDBA)

2J · 401(k) feature

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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