Plan Snapshot
- Plan Sponsor: White Management Corp.
- Sponsor EIN: 161003072
- Sponsor Address: PO BOX 364, 1 EAST PARK ROW, CLINTON, NY, 13323
- Plan Type: 401(k)
- Total Participants: 384
- Total Assets: $6.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 384 | $6.5M | $170,264 | $379,752 |
| 2023 | 259 | $5.8M | $190,970 | $302,186 |
| 2022 | 78 | $4.4M | $165,596 | $246,845 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE | SERVICE PROVIDER | $7,751 | — | $7,751 |
| D'ARCANGELO & CO., LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- D'ARCANGELO & CO., LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $7,751
- Estimated Expense Ratio: 0.119% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $7,976 | $7,976 | — | — | — |
| 2023 | $1,425 | — | — | — | — |
| 2022 | $850 | — | — | — | — |