How big is White Oak Partners, LLC's plan?

White Oak Partners, LLC's plan reported $9.3M in assets and 46 participants for 2025.

Original filing (PDF)20260512095345NAL0006647841001

White Oak Partners, LLC

Name: White Oak Partners, LLC — White Oak Partners 401(k), Form 5500 (2025)
Creator: White Oak Partners, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

White Oak Partners 401(k) Plan

401(k) retirement plan · White Oak Partners, LLC's White Oak Partners 401(k) Plan held $9.3M in plan assets for 46 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$9.3M

Net assets (EOY)

$9.3M

People on this filing

Aimee Mapes signed White Oak Partners, LLC's 2025 Form 5500 as plan administrator.

Aimee Mapes — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

White Oak Partners, LLC's EIN is 20-1031725.

EIN 20-1031725

Plan number 001

Plan year 2025

ACK ID 20260512095345NAL0006647841001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for White Oak Partners, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

White Oak Partners, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WHITE OAK PARTNERS, LLC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score