Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
WHITE HART, INC.
EIN 77-0457035human resourcesLatest filing 2025
Plans
2
Retirement
2
$9.7M assets
Welfare
0
Participants
8
C/O SZABO ACCOUNTANCY CORPORATION, 23901 CALABASAS ROAD, SUITE 2018 - CALABASAS, CA 91302805-584-8962whitehatllc.comLinkedIn1-10 employeeshuman resources
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $9.7M assets / 8 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
WHITE HART, INC. DEFINED BENEFIT PENSION PLAN
TraditionalDB
Assets$5.1M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
WHITE-HART, INC. 401 (K) PROFIT SHARING PLAN
ProfitSharing
Assets$4.5M
Participants4
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 | WHITE HART, INC. DEFINED BENEFIT PENSION PLAN | TraditionalDB | $5.1M | 4 | 2025 | |
| 002 | WHITE-HART, INC. 401 (K) PROFIT SHARING PLAN | ProfitSharing | $4.5M | 4 | 2025 |
Retirement plans