WHITE OAK WEALTH MANAGEMENT 401(K) PLAN 401k Plan overview

WHITE OAK WEALTH MANAGEMENT 401(K) PLAN Benefits

401k Sponsoring company profile

Company Name:	WHITE OAK WEALTH MANAGEMENT LLC
Employer identification number (EIN):	812671967
NAIC Classification:	523900

Form 5500 Filing Information

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01	WILLIAM BERGER	2024-02-15	WILLIAM BERGER	2024-02-15
001	2022-01-01	WILLIAM BERGER	2023-10-06	WILLIAM BERGER	2023-10-06
001	2021-01-01	WILLIAM BERGER	2022-07-28	WILLIAM BERGER	2022-07-28

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• WHITE OAKS DESIGN INC. PROFIT SHARING PLAN [EIN = 200400457]
• WHITE OAK SENIOR CARE WELFARE BENEFITS PLAN [EIN = 205836385]
• WHITE OAK OPERATING COMPANY 401(K) PROFIT SHARING PLAN & TRUST [EIN = 611407786]
• WHITE OAK DENTAL EMPLOYEE 401K PLAN [EIN = 452444289]
• WHITE OAK PHARMACY, INC. RETIREMENT PLAN [EIN = 571105113]
• WHITE OAK MANAGEMENT, INC. LIFE AND SHORT TERM DISABILITY PLAN [EIN = 621099917]
• WHITE OAK FARMS PARTNERSHIP 401(K) PROFIT SHARING PLAN [EIN = 351754447]
• WHITE OAK HEALTHCARE, LLC 401(K) RETIREMENT PLAN [EIN = 205836385]
• WHITE OAK MANAGEMENT, INC. RETIREMENT PLAN [EIN = 621099917]
• WHITE OAK MANAGEMENT, INC. [EIN = 621099917]
• WHITE OAK SENIOR CARE EMPLOYEE BENEFITS PLAN [EIN = 205836385]
• WHITE OAKS WEALTH ADVISORS, INC. 401(K) PS PLAN [EIN = 411825080]
• WHITE OAK DISPLAY AND DESIGN, LP PROFIT SHARING PLAN [EIN = 233102497]
• WHITE OAK DEVELOPERS, INC RETIREMENT SAVINGS PLAN [EIN = 741890643]
• WHITE OAK PROFIT SHARING PLAN [EIN = 770483752]
• WHITE OAK ASSOCIATES, INC. PROFIT SHARING PLAN [EIN = 042807807]
• WHITE OAK GARDEN CENTER INC 401 K PROFIT SHARING PLAN TRUST [EIN = 311188603]
• WHITE OAK SCHOOL RETIREMENT SAVINGS PROGRAM [EIN = 043099610]
• WHITE OAK PHARMACY, INC. PROFIT SHARING PLAN TRUST [EIN = 581849011]
• WHITE OAK INVESTMENTS LLC CASH BALANCE PLAN [EIN = 611622379]
• WHITE OAK MILLS, INC. SALARY SAVINGS PLAN [EIN = 231596291]
• WHITE OAKS LPN 401(K) PLAN [EIN = 112266794]
• WHITE OAK EQUIPMENT, INC. 401(K) PROFIT SHARING PLAN [EIN = 540857428]
• WHITE OAK ADVISORS PROFIT SHARING PLAN [EIN = 351774797]
• WHITE OAK NURSERIES 401K PLAN [EIN = 541067103]
• WHITE OAK BUILDERS CORP 401 K PROFIT SHARING PLAN TRUST [EIN = 900907107]
• WHITE OAK LIBRARY DISTRICT 403(B) PLAN [EIN = 366006341]
• WHITE OAK PEDIATRICS, P.A. PROFIT SHARING PLAN [EIN = 520951568]
• WHITE OAK PEDIATRIC ASSOCIATES, P.A. 401(K) PROFIT SHARING PLAN [EIN = 364460728]
• WHITE OAK GROUP, INC. 401(K) PLAN [EIN = 232308484]
• WHITE OAK MANAGEMENT PROFIT SHARING 401(K) PLAN [EIN = 020637564]
• WHITE OAKS 401(K) PLAN [EIN = 112266794]
• WHITE OAK CONSERVATION HOLDINGS, LLC RETIREMENT SAVINGS PLAN [EIN = 461966818]
• WHITE OAK GROUP, LLC SAVINGS PLAN [EIN = 421695430]
• WHITE OAK MANAGEMENT, LLC DEFINED BENEFIT PLAN [EIN = 263835132]
• WHITE OAK STATE BANK 401K PLAN [EIN = 751377502]
• WHITE OAK PARTNERS LLC 401K PLAN [EIN = 020718237]
• WHITE OAK PHYSICIANS PROFIT SHARING PLAN [EIN = 561589160]
• WHITE OAK SYSTEMS, LLC 401K PLAN [EIN = 061574478]
• WHITE OAK HOMES II, INC. 401(K) PLAN [EIN = 561962218]
• WHITE OAK ICE 401K [EIN = 331084465]
• WHITE OAK PARTNERS 401(K) PLAN [EIN = 201031725]
• WHITE OAK ESTATES MHC LLC 401 K PROFIT SHARING PLAN TRUST [EIN = 800223539]
• WHITE OAK ANESTHESIA, PLLC 401(K) RETIREMENT PLAN [EIN = 465346658]
• WHITE OAKS/OAKRIDGE PROFIT SHARING PLAN [EIN = 043007880]
• WHITE OAKS FARM INC. 401 K PROFIT SHARING PLAN TRUST [EIN = 042672873]
• WHITE OAK PEDIATRIC DENTISTRY, P.C. 401(K) PROFIT SHARING PLAN [EIN = 473311211]
• WHITE OAK LANDSCAPE CO., INC. EMPLOYEE STOCK OWNERSHIP PLAN [EIN = 581310362]
• WHITE OAK DEVELOPMENTS INCORPORATED 401(K) PROFIT SHARING PLAN [EIN = 813933062]
• WHITE OAKS DENTAL 401K PLAN [EIN = 371741504]
• WHITE OAK TRANSPORTATION EMPLOYEE BENEFITS PLAN [EIN = 631223451]
• WHITE OAK ORTHODONTIC PRODUCTS, LLC 401(K) PROFIT SHARING PLAN [EIN = 454610519]
• WHITE OAK DRUG 401K PLAN [EIN = 454025086]
• WHITE OAK TECHNOLOGIES 401(K) PLAN [EIN = 522004115]
• WHITE OAK LANDSCAPE 401(K) PLAN [EIN = 942659808]
• WHITE OAK TRANSPORTATION 401(K) [EIN = 631223451]
• WHITE OAK STATION 401(K) PLAN [EIN = 813996947]
• WHITE OAK GARDEN CENTER SOCA BENEFIT PLAN [EIN = 311188603]
• WHITE OAK MEDICAL TRANPORT, INC. 401(K) PLAN [EIN = 200841504]
• WHITE OAK FARM RETIREMENT PLAN - PROFIT SHARING [EIN = 541097900]
• WHITE OAK REFRIGERATION INC 401 K PROFIT SHARING PLAN TRUST [EIN = 474147972]
• WHITE OAK CON FOUNDATION, INC. RET SAV PLAN [EIN = 464249512]
• WHITE OAK LAVENDER 401(K) PLAN [EIN = 262590058]
• WHITE OAK GROUP OF COMPANIES 401(K) PLAN [EIN = 830904810]
• WHITE OAK DENTAL PLLC 401(K) PROFIT SHARING PLAN & TRUST [EIN = 364601548]
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• WHITE OAK HOSPITALITY LLC 401(K) PLAN [EIN = 831316717]
• WHITE OAK BOWL LLC 401K PROFIT SHARING PLAN AND TRUST [EIN = 823042632]
• WHITE OAK MILLS, INC. WELFARE BENEFIT PLAN (501) [EIN = 231596291]
• WHITE OAK PICTURES INC PROFIT SHARING PLAN [EIN = 954867555]
• WHITE OAK PICTURES INC DEFINED BENEFIT PENSION PLAN [EIN = 954867555]
• WHITE OAK CONSERVATION HOLDINGS, LLC EMPLOYEE BENEFITS PLAN [EIN = 461966818]
• WHITE OAK BARN INC. RETIREMENT PLAN [EIN = 830835114]
• WHITE OAK ENERGY INC 401 K PROFIT SHARING PLAN TRUST [EIN = 451603884]
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• WHITE OAK CREDIT SERVICES LLC [EIN = 825491248]
• WHITE OAK RANCH SOCA BENEFIT PLAN [EIN = 203801085]
• WHITE OAK LEARNING ACADEMY 401(K) PLAN [EIN = 412096976]
• WHITE OAK WILLS & TRUSTS 401(K) PLAN [EIN = 854064644]
• WHITE OAK TECHNOLOGY GROUP, INC. 401(K) PROFIT-SHARING PLAN & TRUST [EIN = 371395322]
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• WHITE OAK BURBANK OIL 401(K) PLAN [EIN = 113762219]
• WHITE OAK CPA 401(K) PLAN [EIN = 363656237]
• WHITE OAK LAW, PROFESSIONAL CORPORATION 401(K) PLAN [EIN = 473499019]
• WHITE OAKS DENTAL RETIREMENT TRUST [EIN = 863021142]
• WHITE OAK FINANCIAL CORP 401(K) PROFIT SHARING PLAN [EIN = 030421726]
• WHITE OAK WEALTH PARTNERS RETIREMENT PLAN [EIN = 454227950]
• WHITE OAK PASTURES 401(K) PLAN [EIN = 201193550]
• WHITE OAK WEALTH GROUP LLC GCF BENEFIT PLAN [EIN = 862752071]
• WHITE OAK GENERAL CONTRACTORS, LLC CBS BENEFIT PLAN [EIN = 822753880]
• WHITE OAK DENTAL NJ LLC 401(K) PLAN [EIN = 841816450]
• WHITE OAK CAPITAL 401(K) PLAN [EIN = 923389572]
• WHITE OAK ORTHODONTICS 401(K) RETIREMENT PLAN [EIN = 464144555]

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