Original filing (PDF)20250217095150NAL0003636754001

WHITE OAK WEALTH MANAGEMENT LLC

Name: WHITE OAK WEALTH MANAGEMENT LLC — WHITE OAK WEALTH MANAGEMENT 401(K) PLAN, Form 5500 (2024)
Creator: WHITE OAK WEALTH MANAGEMENT LLC

Form 5500-SF

FILING_RECEIVED

WHITE OAK WEALTH MANAGEMENT 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

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 WEALTH MANAGEMENT LLC.

Plan sponsor

Name

WHITE OAK WEALTH MANAGEMENT LLC

EIN

81-2671967

Address

8840 STANFORD BLVD STE 4000 · COLUMBIA, MD · 210455850

Phone

(443) 741-9102

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-02-17

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

2R · Participant-directed brokerage (SDBA)

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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