Plan Snapshot
- Plan Sponsor: White Oak Management, INC.
- Sponsor EIN: 621099917
- Sponsor Address: 130 EAST MAIN STREET, SPARTANBURG, SC, 29306
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 2,596
- Total Assets: $25.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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. |
|---|
| 2023 | 2,596 | $25.5M | $287,433 | $2.0M |
| 2022 | 2,082 | $23.2M | $0 | $2.0M |