Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
DONALD H. WHITE, P.C.
EIN 11-3659265Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
2
Retirement
2
$1.5M assets
Welfare
0
Participants
23
924 STEVENS CREEK ROAD, SUITE 101 - AUGUSTA, GA 30907706-860-6810donwhitelaw.comLinkedIn11-50 employees
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.5M assets / 23 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
DONALD H. WHITE, P.C. CASH BALANCE PLAN
CashBalance
Assets$1.4M
Participants11
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
DONALD H. WHITE, P.C. 401(K) PLAN
401k
Assets$152K
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | DONALD H. WHITE, P.C. CASH BALANCE PLAN | CashBalance | $1.4M | 11 | 2025 | |
| 001 | DONALD H. WHITE, P.C. 401(K) PLAN | 401k | $152K | 12 | 2025 |
Retirement plans