Plan Snapshot
- Plan Sponsor: Whitestone Associates INC.
- Sponsor EIN: 223017612
- Sponsor Address: 30 INDEPENDENCE BOULEVARD, WARREN, NJ, 07059
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 125
- Total Assets: $13.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 125 | $13.1M | $246,220 | $776,175 |
| 2023 | 102 | $10.9M | $200,922 | $624,258 |
| 2022 | 85 | $8.4M | $122,986 | $502,503 |
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