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

White Oak Group, LLC's plan reported $4.9M in assets and 13 participants for 2024.

Original filing (PDF)20250403113018NAL0006336483001

White Oak Group, LLC

Name: White Oak Group, LLC — White Oak Group, LLC Savings, Form 5500 (2024)
Creator: White Oak Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

White Oak Group, LLC Savings Plan

401(k) retirement plan · White Oak Group, LLC's White Oak Group, LLC Savings Plan held $4.9M in plan assets for 13 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.9M

Net assets (EOY)

$4.9M

People on this filing

Claire Jarrell signed White Oak Group, LLC's 2024 Form 5500 as plan administrator.

Claire Jarrell — 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 Group, LLC's EIN is 42-1695430.

EIN 42-1695430

Plan number 001

Plan year 2024

ACK ID 20250403113018NAL0006336483001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for White Oak Group, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

White Oak Group, 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 GROUP, LLC.

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