Original filing (PDF)20251017182500NAL0003805283001

LAW OFFICES OF ROBERT E. WHITE

Name: LAW OFFICES OF ROBERT E. WHITE — LAW OFFICES OF ROBERT E. WHITE SALARY DEFERRAL PLAN, Form 5500 (2024)
Creator: LAW OFFICES OF ROBERT E. WHITE

Form 5500-SF

FILING_RECEIVED

LAW OFFICES OF ROBERT E. WHITE SALARY DEFERRAL PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.3M

Net assets (EOY)

$4.3M

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 LAW OFFICES OF ROBERT E. WHITE.

Plan sponsor

Name

LAW OFFICES OF ROBERT E. WHITE

EIN

94-3143952

Address

50 FIFTH AVENUE · SAN FRANCISCO, CA · 94118

Phone

(415) 789-6151

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Name

ROBERT E. WHITE

EIN

61-6429646

City

SAN FRANCISCO, CA

Phone

(415) 789-6151

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-17

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

3B · Covers self-employed individuals

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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