How big is White Oak Wealth Management LLC's plan?

White Oak Wealth Management LLC's plan reported $1.6M in assets and 3 participants for 2025.

Original filing (PDF)20260212095913NAL0000033202001

White Oak Wealth Management LLC

Name: White Oak Wealth Management LLC — White Oak Wealth, Form 5500 (2025)
Creator: White Oak Wealth Management LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

White Oak Wealth Management 401(k) Plan

401(k) retirement plan · White Oak Wealth Management LLC's White Oak Wealth Management 401(k) Plan held $1.6M in plan assets for 3 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

People on this filing

William Berger signed White Oak Wealth Management LLC's 2025 Form 5500 as plan administrator.

William Berger — 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 Wealth Management LLC's EIN is 81-2671967.

EIN 81-2671967

Plan number 001

Plan year 2025

ACK ID 20260212095913NAL0000033202001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for White Oak Wealth Management LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

White Oak Wealth Management LLC's plan includes profit-sharing, a 401(k) feature, a default investment (QDIA), a self-directed brokerage window.

Decision-maker contacts

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

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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