How big is White Oaks Wealth Advisors, Inc.'s plan?

White Oaks Wealth Advisors, Inc.'s plan reported $4.1M in assets and 6 participants for 2024.

Original filing (PDF)20250625084920NAL0018953394001

White Oaks Wealth Advisors, Inc.

Name: White Oaks Wealth Advisors, Inc. — White Oaks Wealth, Form 5500 (2024)
Creator: White Oaks Wealth Advisors, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

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

401(k) retirement plan · White Oaks Wealth Advisors, Inc.'s White Oaks Wealth Advisors, Inc. 401(k) PS Plan held $4.1M in plan assets for 6 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.1M

Net assets (EOY)

$4.1M

Plan identifiers

White Oaks Wealth Advisors, Inc.'s EIN is 41-1825080.

EIN 41-1825080

Plan number 002

Plan year 2024

ACK ID 20250625084920NAL0018953394001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for White Oaks Wealth Advisors, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

White Oaks Wealth Advisors, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WHITE OAKS WEALTH ADVISORS, INC..

Finding similar companies…

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