The White Oak 401(k) Plan
Sponsored by White Oak Global Advisors, Llc · EIN 260340395 · Plan #001
- Total assets
- $48.1M
- Net assets
- $48.1M
- Active participants
- 192
- With balances
- 314
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Osaic Wealth, Inc. CRD 23131 | deterministic · 100% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
| Worthy Asset Management Llc CRD 142462 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Osaic Wealth, Inc. | Investment advisory (plan) | $60,168 |
| Empower Annuity Ins. Co. Of America | Recordkeeping fees | $54,524 |
| Empower Advisory Group Llc | Investment management | $19,106 |
| Woodbury Financial Services, Inc. | Investment advisory (plan) | $11,136 |