How big is White Oak Capital's plan?

White Oak Capital's plan reported $733K in assets and 21 participants for 2024.

Original filing (PDF)20250718155111NAL0002035953001

White Oak Capital

Name: White Oak Capital — White Oak Capital 401(k) Plan, Form 5500 (2024)
Creator: White Oak Capital
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

White Oak Capital 401(k) Plan

401(k) retirement plan · White Oak Capital's White Oak Capital 401(k) Plan held $733K in plan assets for 21 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$733K

Net assets (EOY)

$733K

People on this filing

Marcus Bowie signed White Oak Capital's 2024 Form 5500 as plan administrator.

Marcus Bowie — 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 Capital's EIN is 92-3389572.

EIN 92-3389572

Plan number 001

Plan year 2024

ACK ID 20250718155111NAL0002035953001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for White Oak Capital from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

White Oak Capital'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 OAK CAPITAL.

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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