# White Oak Global Advisors, LLC 401(k) Plan
Source: https://planprovider.pro/companies/white-oak-global-advisors-llc-401k-plan

> White Oak Global Advisors, LLC's 401(k) plan: 192 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** White Oak Global Advisors, LLC

- **Sponsor EIN:** 260340395

- **Sponsor Address:** 3 EMBARCADERO CENTER SUITE 550, SAN FRANCISCO, CA, 94111

- **Plan Type:** 401(k)

- **Total Participants:** 192

- **Total Assets:** $48.1M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|192|$48.1M|$1.5M|$2.7M|

| 2023|230|$45.6M|$1.8M|$3.2M|

| 2022|211|$38.1M|$2.3M|$4.3M|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| DELOITTE & TOUCHE|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [DELOITTE & TOUCHE](https://planprovider.pro/provider/deloitte-and-touche-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $0

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$125,275|$125,275|—|—|—|

| 2023|$107,822|$107,822|—|—|—|

| 2022|$116,793|$116,793|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/white-oak-global-advisors-llc-401k-plan)

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