Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
JASON W. WHITE DBA WHITE AND ASSOCIATES
EIN 41-1845072Finance and InsuranceLatest filing 2024
Plans
2
Retirement
2
$404K assets
Welfare
0
Participants
10
7528 ERIE AVE - CHANHASSEN, MN 55317952-949-4930
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $404K assets / 10 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
JASON W. WHITE DBA WHITE AND ASSOCIATES CASH BALANCE PLAN
CashBalance
Assets$334K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
JASON W. WHITE DBA WHITE AND ASSOCIATES 401(K) PROFIT SHARING PLAN
401k
Assets$69K
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 | |
|---|---|---|---|---|---|---|
| 001 | JASON W. WHITE DBA WHITE AND ASSOCIATES CASH BALANCE PLAN | CashBalance | $334K | 5 | 2024 | |
| 002 | JASON W. WHITE DBA WHITE AND ASSOCIATES 401(K) PROFIT SHARING PLAN | 401k | $69K | 5 | 2024 |
Retirement plans