The Whitestone Group, Inc 401(k) Plan: Login, Facts & Contact Information

The Whitestone Group, Inc 401(k) Plan Facts

Plan name
WHITESTONE GROUP 401K PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
THE WHITESTONE GROUP, INC.
Participants
455 (418 active employees)
Former employees with a balance
89
Plan assets
$5,500,673 at Dec 31, 2024
Average account balance
$17,518 across 314 accounts
Employer contributions
$1,675,809 in plan year 2024 (99% of all contributions)
Recordkeeper
Empower Annuity Insurance Company O
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Jan 1, 2013
✓ Employer contributions— Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Oct 14, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $1.69 million went into the plan in contributions, $1.68 million of it from the employer (99%).
  • $1.27 million was paid out to participants.
  • Investment and other income added $530,040.
  • Administrative expenses were $46,903, about $149 per account.

How the The Whitestone Group, Inc 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019488$4.87 million$1.08 million$1.47 million
2020378$4.65 million$853,345$1.64 million
2021308$4.31 million$653,219$1.56 million
2022265$3.40 million$683,660$923,373
2023251$4.59 million$1.57 million$1.04 million
2024455$5.50 million$1.68 million$1.27 million

The Whitestone Group, Inc 401(k) Contact Information

Phone
614-501-7007
Mailing address
6422 EAST MAIN STREET SUITE 100, REYNOLDSBURG OH 43068
Plan sponsor
THE WHITESTONE GROUP, INC.
Employer identification number (EIN)
34-1941099
Plan number
001

Questions about the The Whitestone Group, Inc 401(k)

Does The Whitestone Group, Inc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $1.68 million, 99% of all contributions.

Does the The Whitestone Group, Inc 401(k) have automatic enrollment?

No. The plan does not report automatic enrollment; employees enroll themselves.

How many people are in the The Whitestone Group, Inc 401(k) plan?

455 participants at the start of plan year 2024, 418 of them active employees, and 89 former employees who still had money in the plan.

What is the average 401(k) balance at The Whitestone Group, Inc?

About $17,518 per account: $5.50 million in plan assets across 314 accounts with a balance at the end of plan year 2024.

Who manages the The Whitestone Group, Inc 401(k) accounts?

Empower (listed on the filing as EMPOWER ANNUITY INSURANCE COMPANY O) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at The Whitestone Group, Inc. How do I access my 401(k)?

Your account stays with Empower after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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