R.D. White & Sons, INC. 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: R.D. White & Sons, INC.
  • Sponsor EIN: 561223522
  • Sponsor Address: PO BOX 40, SHALLOTTE, NC, 284590040
  • Plan Type: 401(k)
  • Total Participants: 47
  • Total Assets: $4.1M

Key Plan Design Features

  • Auto-Enrollment: Yes
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: No

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202447$4.1M$75,229$222,699
202341$3.9M$75,353$222,600
202242$3.7M$72,697$205,288

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