The White Family Companies, Inc. Retirement Savings Plan
Sponsored by The White Family Companies, Inc. · EIN 314446316 · Plan #002
- Total assets
- $53.0M
- Net assets
- $53.0M
- Active participants
- 749
- With balances
- 448
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Morgan Stanley Smith Barney Llc CRD 149777 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Morgan Stanley | Investment advisory (plan) | $73,962 |
| Transamerica Retirement Solutions | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $36,370 |
| Creative Retirement Systems, Inc. | Recordkeeping, Participant loan processing, Recordkeeping fees | $22,211 |
| Schneider Downs | Accounting | $17,521 |
| Transamerica Trust Company | Trustee (institutional) | $167 |