How big is The Whiteoak Group Inc.'s plan?

The Whiteoak Group Inc.'s plan reported $1.1M in assets and 7 participants for 2024.

Original filing (PDF)20250703101010NAL0000479937001

The Whiteoak Group Inc.

Name: The Whiteoak Group Inc. — The Whiteoak Group Inc., Form 5500 (2024)
Creator: The Whiteoak Group Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Whiteoak Group Inc. 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · The Whiteoak Group Inc.'s The Whiteoak Group Inc. 401(k) Profit Sharing Plan & Trust held $1.1M in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

People on this filing

Edward Rojas signed The Whiteoak Group Inc.'s 2024 Form 5500 as plan administrator.

Edward Rojas — 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

The Whiteoak Group Inc.'s EIN is 84-3678948.

EIN 84-3678948

Plan number 001

Plan year 2024

ACK ID 20250703101010NAL0000479937001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for The Whiteoak Group Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

The Whiteoak Group Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (97th percentile).

Plan sponsor

Name

THE WHITEOAK GROUP INC

EIN

all filings

Address

7361 CALHOUN PL STE 670 · ROCKVILLE, MD · 208552844

Phone

(240) 702-0080

Industry

Other Services (ex. Public Admin)

Plan administrator