Assets by plan
Share of aggregate retirement assets
69%top
Sponsor portfolio
DANIEL A WHITE & ASSOCIATES
EIN 33-1170688medical practiceLatest filing 2025
Plans
2
Retirement
2
$5.1M assets
Welfare
0
Participants
24
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $5.1M assets / 24 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#001
DANIEL A WHITE & ASSOCIATES CASH BALANCE PLAN
CashBalance
Assets$3.5M
Participants13
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
DANIEL A WHITE & ASSOCIATES LL 401(K) PROFIT SHARING PLAN & TRUST
401k
Assets$1.6M
Participants11
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | DANIEL A WHITE & ASSOCIATES CASH BALANCE PLAN | CashBalance | $3.5M | 13 | 2025 | |
| 002 | DANIEL A WHITE & ASSOCIATES LL 401(K) PROFIT SHARING PLAN & TRUST | 401k | $1.6M | 11 | 2025 |
Retirement plans