Original filing (PDF)20241104103138NAL0014895650001

THE WHITE OAK GROUP LLC

Name: THE WHITE OAK GROUP LLC — THE WHITE OAK GROUP LLC CASH BALANCE PLAN FINAL, Form 5500 (2023)
Creator: THE WHITE OAK GROUP LLC

Form 5500-SF

FILING_RECEIVED

THE WHITE OAK GROUP LLC CASH BALANCE PLAN FINAL

Defined-benefit pension 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

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE WHITE OAK GROUP LLC.

Plan sponsor

Name

THE WHITE OAK GROUP LLC

EIN

61-1622379

Address

4401 NORTHSIDE PARKWAY SUITE 500 · ATLANTA, GA · 30327

Phone

(678) 909-4660

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2024-01-01

Tax period

2024-07-17

Filed

2024-11-04

Pension benefit codes

1C · Cash balance or similar hybrid DB

1I · Frozen plan — no new benefit accrual

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

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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