White Oak Global Investors

Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.

Plans served

Active participants

745

Total plan assets

$307.1M

Filings (rows)

Direct comp

$61K

Indirect comp

Showing only "WHITE OAK GLOBAL INVESTORS"

View all 8 variants aggregated →

WHITE OAK GLOBAL ADVISORS15 WHITE OAKS WEALTH ADVISORS6 WHITE OAK SUMMIT FUND5 WHITE OAK GLOBAL INVESTORS3 WHITE OAK YIELD SPECTRUM PEER FD3 WHITE OAK3 WHITE OAK YIELD SPECTRUM PEER FUND3

SERVICES PROVIDED

Investment manager3

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Industrial Employers & Distributors Association Distributors Association Warehousemen's Pension Trust · all filings	EMERYVILLE, CA	Investment manager	247	$105.9M	$24K	$0
Industrial Employers & Distributors Association Distributors Association Warehousemen's Pension Trust · all filings	EMERYVILLE, CA	Investment manager	233	$102.3M	$19K	$0
Industrial Employers & Distributors Association Distributors Association Warehousemen's Pension Trust · all filings	EMERYVILLE, CA	Investment manager	265	$98.9M	$18K	$0