White Oak Global Advisors, LLC's EIN is 26-0340395.
Download the official 2024 Form 5500 (PDF) for White Oak Global Advisors, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)White Oak Global Advisors, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INS. CO. OF AMERICA | — | GREENWOOD VILLAGE, CO | RECORD KEEPER | $55K | — |
| EMPOWER ADVISORY GROUP LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $19K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidel ity FIDELITY 500 INDEX | Common Collective Trusts | — | — | $8.0M | 16.7% | |
| Va nguard VANGUARD EXPLORER ADM | Mutual Funds | — | — | $4.3M | 9.0% | |
| Grea t-Wes t Li fe & Annui ty Ins ura nce Compa ny KEY GUARANTEED PORTFOLIO FUND | Other securities | — | — | $2.7M | 5.7% | |
| Va nguard VANGUARD TARGET RETIREMENT 2045 INV | Mutual Funds | — | — | $2.5M | 5.3% | |
| Va nguard VANGUARD TARGET RETIREMENT 2030 INV | Mutual Funds | — | — | $2.5M | 5.2% | |
| Va nguard VANGUARD TARGET RETIREMENT 2040 INV | Mutual Funds | — | — | $1.8M | 3.8% | |
| Col umbi a Funds COLUMBIA SMALL CAP INDEX INSTL 2 | Other securities | — | — | $1.8M | 3.7% | |
| Va nguard VANGUARD TARGET RETIREMENT 2055 INV | Mutual Funds | — | — | $1.8M | 3.7% | |
| Va nguard VANGUARD TOTAL INTL STOCK INDEX ADMIRAL | Mutual Funds | — | — | $1.7M | 3.6% | |
| DODGE & COX DODGE & COX STOCK | Mutual Funds | — | — | $1.6M | 3.3% | |
| Va nguard VANGUARD VALUE INDEX ADM | Mutual Funds | — | — | $1.5M | 3.1% | |
| Va nguard VANGUARD TARGET RETIREMENT 2035 INV | Mutual Funds | — | — | $1.4M | 3.0% | |
| Va nguard VANGUARD BALANCED INDEX ADM | Mutual Funds | — | — | $1.2M | 2.5% | |
| T. Rowe Price T. ROWE PRICE GLOBAL TECHNOLOGY | Other securities | — | — | $1.2M | 2.4% | |
| Va nguard VANGUARD TARGET RETIREMENT 2060 INV | Mutual Funds | — | — | $1.1M | 2.3% | |
| Va nguard VANGUARD MID-CAP GROWTH INDEX ADMIRAL | Mutual Funds | — | — | $1.1M | 2.2% | |
| Va nguard VANGUARD MID-CAP VALUE INDEX ADMIRAL | Mutual Funds | — | — | $1.1M | 2.2% | |
| Va nguard VANGUARD TARGET RETIREMENT 2025 INV | Mutual Funds | — | — | $1.1M | 2.2% | |
| Va nguard VANGUARD TOTAL BOND MARKET INDEX ADMIRAL | Mutual Funds | — | — | $934K | 1.9% | |
| Va nguard VANGUARD TARGET RETIREMENT 2050 INV | Mutual Funds | — | — | $743K | 1.5% | |
| Fidel ity FIDELITY ADVISOR TOTAL BOND I | Mutual Funds | — | — | $636K | 1.3% | |
| Va nguard VANGUARD SMALL CAP VALUE INDEX ADMIRAL | Mutual Funds | — | — | $569K | 1.2% | |
| Prudenti al PGIM HIGH-YIELD R6 | Other securities | — | — | $564K | 1.2% | |
| PIMCO REAL RETURN INSTL | Mutual Funds | — | — | $534K | 1.1% | |
| T. Rowe Price T. ROWE PRICE HEALTH SCIENCES | Other securities | — | — | $521K | 1.1% | |
| Va nguard VANGUARD MID CAP INDEX FUND—ADMIRAL | Common Collective Trusts | — | — | $521K | 1.1% | |
| J. P. Morgan UNDISCOVERED MGRS BEHAVIORAL VALUE R6 | Other securities | — | — | $500K | 1.0% | |
| Va nguard VANGUARD SMALL CAP GROWTH INDEX ADMIRAL | Mutual Funds | — | — | $487K | 1.0% | |
| American Funds AMERICAN FUNDS NEW WORLD R6 | Mutual Funds | — | — | $450K | 0.9% | |
| 2023 pa rtici pa nt contri buti ons tra ns ferred l ate to the Pl a n - | Other securities | — | — | $443K | 0.9% | |
| Va nguard VANGUARD REAL ESTATE INDEX ADMIRAL | Mutual Funds | — | — | $429K | 0.9% | |
| turi ng through 2049 | Other securities | — | — | $425K | 0.9% | |
| DODGE & COX DODGE & COX GLOBAL BOND | Mutual Funds | — | — | $408K | 0.8% | |
| Va nguard VANGUARD TARGET RETIREMENT 2020 INV | Mutual Funds | — | — | $376K | 0.8% | |
| American Funds AMERICAN FUNDS NEW PERSPECTIVE R6 | Mutual Funds | — | — | $369K | 0.8% | |
| T. Rowe Price T. ROWE PRICE SPECTRUM CONSERVATIVE ALLCPRSIX 69 T. Rowe Price T. ROWE PRICE SPECTRUM MOD GROWTH ALLOC | Other securities | — | — | $337K | 0.7% | |
| T. Rowe Price T. ROWE PRICE INTERNATIONAL DISCOVERY | Other securities | — | — | $182K | 0.4% | |
| Ba ird BAIRD AGGREGATE BOND INST. | Other securities | — | — | $157K | 0.3% | |
| American Funds AMERICAN FUNDS INTL GR AND INC R6 | Mutual Funds | — | — | $154K | 0.3% | |
| Va nguard VANGUARD TARGET RETIREMENT INCOME INV | Mutual Funds | — | — | $127K | 0.3% | |
| Va nguard VANGUARD TARGET RETIREMENT 2065 INV | Mutual Funds | — | — | $120K | 0.3% | |
| American Funds AMERICAN FUNDS GLOBAL BALANCED R6 | Mutual Funds | — | — | $117K | 0.2% | |
| ICON NATURAL RESOURCE & INFRASTRUCTURE INSICBMX | Other securities | — | — | $70K | 0.1% | |
| Va nguard VANGUARD GROWTH INDEX ADM | Mutual Funds | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| OSAIC WEALTH, INC. |
| — |
| JERSEY CITY, NJ |
| INVESTMENT ADVISOR |
| $60K |
| — |
| WOODBURY FINANCIAL SERVICES, INC. | — | OAKDALE, MN | INVESTMENT ADVISOR | $11K | — |
