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

White Oak Wealth Group LLC's plan reported $588 in assets and 2 participants for 2023.

Original filing (PDF)20250429094835NAL0000749906001

White Oak Wealth Group LLC

Name: White Oak Wealth Group LLC — White Oak Wealth Group, Form 5500 (2023)
Creator: White Oak Wealth Group LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

White Oak Wealth Group LLC GCF Benefit Plan

Health & welfare plan · White Oak Wealth Group LLC's White Oak Wealth Group LLC GCF Benefit Plan held $588 in plan assets for 2 participants in 2023.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$588

Net assets (EOY)

$198

People on this filing

Morgan Law signed White Oak Wealth Group LLC's 2023 Form 5500 as plan administrator.

Morgan Law — 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 Group LLC's EIN is 86-2752071.

EIN 86-2752071

Plan number 501

Plan year 2023

ACK ID 20250429094835NAL0000749906001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for White Oak Wealth Group LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

White Oak Wealth Group LLC's plan includes health coverage.

Decision-maker contacts

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

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Plan health score (directional)

Limited public data — directional only

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 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Helping the score