White Oak

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

Total plan assets

$142.4M

Filings (rows)

Direct comp

$84K

Indirect comp

Showing only "WHITE OAK"

View all 8 variants aggregated →

WHITE OAK GLOBAL ADVISORS17 WHITE OAKS WEALTH ADVISORS6 WHITE OAK SUMMIT FUND6 WHITE OAK3 WHITE OAK YIELD SPECTRUM PEER FD3 WHITE OAK YIELD SPECTRUM PEER FUND3 WHITE OAK GLOBAL INVESTORS3

SERVICES PROVIDED

Other service providers3

Plans served

All 3 plansUnlock full export (Pro)

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Veterans of Foreign WARS of the United States Veterans of Foreign WARS Employees' Retirement Plan Master Trust · all filings	KANSAS CITY, MO	Other service providers	—	$48.7M	$30K	$0
Veterans of Foreign WARS of the United States Veterans of Foreign WARS Employees' Retirement Plan Master Trust · all filings	KANSAS CITY, MO	Other service providers	—	$48.2M	$35K	$0
Veterans of Foreign WARS of the United States Veterans of Foreign WARS Employees' Retirement Plan Master Trust · all filings	KANSAS CITY, MO	Other service providers	—	$45.5M	$19K	$0