What public Form 5500 filings show about the White Oak Management, Inc. 401(k) plan — and how to find and check your own account.
White Oak Management, Inc. (EIN 62-1099917) reports WHITE OAK MANAGEMENT, INC. RETIREMENT PLAN on its most recent Form 5500, with $25.5M in plan assets across 2,596 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 White Oak Management, Inc. filing — schedules, fees, and providers.
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Fidelity, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your White Oak Management, Inc. 401(k).
