Assets by plan
Share of aggregate retirement assets
61%top
Sponsor portfolio
JIM WHITE GROUP INC
EIN 38-2395458computer softwareLatest filing 2025
Plans
2
Retirement
2
$6.6M assets
Welfare
0
Participants
9
4800 FASHION SQUARE BLVD., SUITE #320 - SAGINAW, MI 48604989-790-6500LinkedIn11-50 employeescomputer software
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $6.6M assets / 9 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#003
JIM WHITE LUMBER SALES INC EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST
ESOP
Assets$4.1M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004
JIM WHITE LUMBER SALES 401(K) PLAN
401k
Assets$2.5M
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | JIM WHITE LUMBER SALES INC EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST | ESOP | $4.1M | 4 | 2025 | |
| 004 | JIM WHITE LUMBER SALES 401(K) PLAN | 401k | $2.5M | 5 | 2025 |
Retirement plans