Original filing (PDF)20260512115612NAL0008473568001

White Oaks Aligned LLC

Name: White Oaks Aligned LLC — White Oaks Aligned 401(k), Form 5500 (2025)
Creator: White Oaks Aligned LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

White Oaks Aligned 401(k) Plan

401(k) retirement plan · White Oaks Aligned LLC's White Oaks Aligned 401(k) Plan filed a Form 5500 for plan year 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

People on this filing

Alicia M. Turner signed White Oaks Aligned LLC's 2025 Form 5500 as plan administrator.

Alicia M. Turner — 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 Oaks Aligned LLC's EIN is 83-2023129.

EIN 83-2023129

Plan number 001

Plan year 2025

ACK ID 20260512115612NAL0008473568001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

White Oaks Aligned LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WHITE OAKS ALIGNED 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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score