# Whitestone Associates INC. 401(k) Plan
Source: https://planprovider.pro/companies/whitestone-associates-inc-401k-plan

> Whitestone Associates INC.'s 401(k) plan: 125 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Whitestone Associates INC.

- **Sponsor EIN:** 223017612

- **Sponsor Address:** 30 INDEPENDENCE BOULEVARD, WARREN, NJ, 07059

- **Plan Type:** 401(k)

- **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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