White Oak Summit Fund

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

864

Total plan assets

$6.0B

Filings (rows)

Direct comp

$483K

Indirect comp

Showing only "WHITE OAK SUMMIT FUND"

View all 8 variants aggregated →

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

SERVICES PROVIDED

Other service providers5

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Teamsters Western Region and New Jersey Health Care Fund Teamsters Western Region and New Jersey Health Care Fund Retiree Plan · all filings	PHOENIX, AZ	Other service providers	—	$3.3B	$256K	$0
Teamsters Western Region and New Jersey Health Care Fund Teamsters Western Region and New Jersey Health Care Fund Retiree Plan · all filings	PHOENIX, AZ	Other service providers	—	$2.5B	$150K	$0
Iron Workers Regional Shop Local Union 855 Pension Trust Iron Workers Regional Shop Local Union No 855 Pension Trust · all filings	PASADENA, CA	Other service providers	254	$77.2M	$24K	$0
Iron Workers Regional Shop Local Union 855 Pension Trust Iron Workers Regional Shop Local Union No 855 Pension Trust · all filings	PASADENA, CA	Other service providers	272	$74.9M	$32K	$0
Shop Ironworkers Local 790 Pension Plan Shop Ironworkers Local 790 Pension Plan · all filings	PASADENA, CA	Other service providers	338	$74.6M	$21K	$0