Original filing (PDF)20250409125157NAL0032623792001

Nedreski Wealth Management DBA White Oak Wealth Partners

Name: Nedreski Wealth Management DBA White Oak Wealth Partners — Form 5500 Plan 001 (2024)
Creator: Nedreski Wealth Management DBA White Oak Wealth Partners
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

White Oak Wealth Partners Retirement Plan

401(k) retirement plan · Nedreski Wealth Management DBA White Oak Wealth Partners' White Oak Wealth Partners Retirement Plan held $35K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$35K

Net assets (EOY)

$35K

Plan identifiers

Nedreski Wealth Management DBA White Oak Wealth Partners' EIN is 45-4227950.

EIN 45-4227950

Plan number 001

Plan year 2024

ACK ID 20250409125157NAL0032623792001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Nedreski Wealth Management DBA White Oak Wealth Partners from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Nedreski Wealth Management DBA White Oak Wealth Partners' plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

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

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Plan health score

Above-average plan

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

Knocking points off