Original filing (PDF)20251009142847NAL0003994803001

SCHUYLER R. WHITE & SON, INC.

Name: SCHUYLER R. WHITE & SON, INC. — SCHUYLER R. WHITE & SON, INC. 401(K) PLAN, Form 5500 (2024)
Creator: SCHUYLER R. WHITE & SON, INC.

Form 5500-SF

FILING_RECEIVED

SCHUYLER R. WHITE & SON, INC. 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SCHUYLER R. WHITE & SON, INC..

Plan sponsor

Name

SCHUYLER R. WHITE & SON, INC.

EIN

87-1920421

Address

17816 TWISTED OAK · JAMUL, CA · 919353762

Phone

(619) 656-3140

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-09

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2R · Participant-directed brokerage (SDBA)

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

FLECKENSTEIN CAPITAL INC.

FLECKENSTEIN CAPITAL INC. PROFIT SHARING PLAN

$1.9M · 2 participants

RETIREPATH ADVISORS, LLC

RETIREPATH ADVISORS, LLC 401(K) PLAN

$1.9M · 35 participants

ROBERTS, RING & FISCHER WEALTH MANAGEMENT, INC.

ROBERTS, RING & FISCHER WEALTH MANAGEMENT, INC. 401K PLAN

$1.9M · 3 participants

GPS FINANCIAL MANAGEMENT, INC.

GPS FINANCIAL MANAGEMENT, INC. 401K PSP

$1.9M · 2 participants

LEFTLANE MINDSET, LLC

LEFTLANE MINDSET 401(K) PLAN