What public Form 5500 filings show about the Nedreski Wealth Management DBA White Oak Wealth Partners 401(k) plan — and how to find and check your own account.
Nedreski Wealth Management DBA White Oak Wealth Partners (EIN 45-4227950) reports WHITE OAK WEALTH PARTNERS RETIREMENT PLAN on its most recent Form 5500, with $35K in plan assets across 4 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full Nedreski Wealth Management DBA White Oak Wealth Partners filing — schedules, fees, and providers.
Nedreski Wealth Management DBA White Oak Wealth Partners’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask Nedreski Wealth Management DBA White Oak Wealth PartnersHR for the recordkeeper’s name and login.
