Original filing (PDF)20240519093114NAL0000216464001

WHITE OAK OPERATING COMPANY

Name: WHITE OAK OPERATING COMPANY — WHITE OAK OPERATING COMPANY 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2023)
Creator: WHITE OAK OPERATING COMPANY

Form 5500-SF

FILING_RECEIVED

WHITE OAK OPERATING COMPANY 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WHITE OAK OPERATING COMPANY.

Plan sponsor

Name

WHITE OAK OPERATING COMPANY

EIN

61-1407786

Address

602 SAWYER ST STE 400 · HOUSTON, TX · 770077510

Phone

—

Industry

Manufacturingsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2024-01-01

Tax period

2024-04-30

Filed

2024-05-19

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

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