White Oaks Wealth Advisors

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

1,559

Total plan assets

$1.0B

Filings (rows)

Direct comp

$444K

Indirect comp

SERVICES PROVIDED

Advisor / Consultant3

Investment manager3

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Lathrop GPM LLP Lathrop GPM LLP Retirement Plan and Trust · all filings	KANSAS CITY, MO	Investment manager	488	$349.2M	$92K	$0
Lathrop GPM LLP Lathrop GPM LLP Retirement Plan and Trust · all filings	KANSAS CITY, MO	Investment manager	425	$334.4M	$78K	$0
Lathrop GPM LLP Lathrop GPM LLP Retirement Plan and Trust · all filings	KANSAS CITY, MO	Investment manager	465	$309.3M	$75K	$0
Wagner, Falconer, and JUDD, Ltd. Wagner, Falconer, and JUDD Ltd. Profit Sharing Plan and Trust · all filings	MINNEAPOLIS, MN	Advisor / Consultant	63	$5.6M	$67K	$0
Wagner, Falconer, and JUDD, Ltd. Wagner, Falconer, and JUDD Ltd. Profit Sharing Plan and Trust · all filings	MINNEAPOLIS, MN	Advisor / Consultant	64	$5.3M	$67K	$0
Wagner, Falconer, and JUDD, Ltd. Wagner, Falconer, and JUDD Ltd. Profit Sharing Plan and Trust · all filings	MINNEAPOLIS, MN	Advisor / Consultant	54	$5.1M	$63K	$0