OpenERISA

White Oak Global Advisors, LLC

San Francisco, CA, 94111

EIN 26-0340395
Plans
2
Total participants
1,151
Filing years
2024, 2023, 2022, 2021, 2020
NAICS
523900

Benefit plans on file

YearFormPlan #Plan nameParticipants
2024Form 5500001The White Oak 401(K) Plan192
2024Form 5500501White Oak Global Advisors, LLC203
2023Form 5500001The White Oak 401(K) Plan230
2022Form 5500001The White Oak 401(K) Plan211
2021Form 5500001The White Oak 401(K) Plan262
2020Form 5500-SF001White Oak Global Advisors 401(K) Plan & Trust53

Data shown as filed with the U.S. Department of Labor (EBSA), filing years 2020–2025; not validated by OpenERISA. View official filings for this EIN on the DOL EFAST2 search.

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