White Oaks Wealth Advisors, Inc. 401(k) Plan

The White Oaks Wealth Advisors, Inc. 401(k) on its latest Form 5500

White Oaks Wealth Advisors, Inc. (EIN 41-1825080) reports WHITE OAKS WEALTH ADVISORS, INC. 401(K) PS PLAN on its most recent Form 5500, with $4.1M in plan assets across 6 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 Oaks Wealth Advisors, Inc. filing — schedules, fees, and providers.

Who runs the White Oaks Wealth Advisors, Inc. 401(k)?

White Oaks Wealth Advisors, Inc.’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 White Oaks Wealth Advisors, Inc.HR for the recordkeeper’s name and login.

How to check your White Oaks Wealth Advisors, Inc. 401(k)

• Log in to the plan’s recordkeeper portal (the site on your statements).
• Ask White Oaks Wealth Advisors, Inc. HR or benefits for the recordkeeper name and enrollment link.
• Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).