Civic Intelligence

White Oak Global Advisors LLC

Plan context: The White Oak 401(K) Plan

EIN 26-0340395 • San Francisco, CA • 13 filings • 3 plans

3 Embarcadero Center Suite 550San Francisco, CA 94111
Current Snapshot

Latest Year

2024

2024 Participants

203

2024 Assets

$48,071,743

2024 Contributions

$4,474,961

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$48,071,743$24,035,872$0201320192024YearValue
$48,071,743Latest year 2024

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

2621310201320192024YearValue
203Latest year 2024

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
20242203$48,071,743$4,474,961$22,044iApproximate average salary by contribution assumption: employee only about $551,104 at 4% or $367,402 at 6%; with 50% employer match about $367,402 at 4% or $244,935 at 6%; with 100% employer match about $275,552 at 4% or $183,701 at 6%.
The White Oak 401(K) Plan-192$48,071,743$4,474,961$23,307iApproximate average salary by contribution assumption: employee only about $582,677 at 4% or $388,451 at 6%; with 50% employer match about $388,451 at 4% or $258,968 at 6%; with 100% employer match about $291,339 at 4% or $194,226 at 6%.
White Oak Global Advisors LLC-203---
20231230$45,646,426$4,974,593$21,629iApproximate average salary by contribution assumption: employee only about $540,717 at 4% or $360,478 at 6%; with 50% employer match about $360,478 at 4% or $240,319 at 6%; with 100% employer match about $270,358 at 4% or $180,239 at 6%.
The White Oak 401(K) Plan-230$45,646,426$4,974,593$21,629iApproximate average salary by contribution assumption: employee only about $540,717 at 4% or $360,478 at 6%; with 50% employer match about $360,478 at 4% or $240,319 at 6%; with 100% employer match about $270,358 at 4% or $180,239 at 6%.
20221211$38,149,286$6,903,775$32,719iApproximate average salary by contribution assumption: employee only about $817,983 at 4% or $545,322 at 6%; with 50% employer match about $545,322 at 4% or $363,548 at 6%; with 100% employer match about $408,991 at 4% or $272,661 at 6%.
The White Oak 401(K) Plan-211$38,149,286$6,903,775$32,719iApproximate average salary by contribution assumption: employee only about $817,983 at 4% or $545,322 at 6%; with 50% employer match about $545,322 at 4% or $363,548 at 6%; with 100% employer match about $408,991 at 4% or $272,661 at 6%.
20211262$40,951,094$7,714,678$29,445iApproximate average salary by contribution assumption: employee only about $736,133 at 4% or $490,756 at 6%; with 50% employer match about $490,756 at 4% or $327,170 at 6%; with 100% employer match about $368,067 at 4% or $245,378 at 6%.
The White Oak 401(K) Plan-262$40,951,094$7,714,678$29,445iApproximate average salary by contribution assumption: employee only about $736,133 at 4% or $490,756 at 6%; with 50% employer match about $490,756 at 4% or $327,170 at 6%; with 100% employer match about $368,067 at 4% or $245,378 at 6%.
20201100$10,184,582$1,385,345$13,853iApproximate average salary by contribution assumption: employee only about $346,336 at 4% or $230,891 at 6%; with 50% employer match about $230,891 at 4% or $153,927 at 6%; with 100% employer match about $173,168 at 4% or $115,445 at 6%.
The White Oak 401(K) Plan-100$10,184,582$1,385,345$13,853iApproximate average salary by contribution assumption: employee only about $346,336 at 4% or $230,891 at 6%; with 50% employer match about $230,891 at 4% or $153,927 at 6%; with 100% employer match about $173,168 at 4% or $115,445 at 6%.
20191104$8,614,495$1,926,549$18,525iApproximate average salary by contribution assumption: employee only about $463,113 at 4% or $308,742 at 6%; with 50% employer match about $308,742 at 4% or $205,828 at 6%; with 100% employer match about $231,556 at 4% or $154,371 at 6%.
The White Oak 401(K) Plan-104$8,614,495$1,926,549$18,525iApproximate average salary by contribution assumption: employee only about $463,113 at 4% or $308,742 at 6%; with 50% employer match about $308,742 at 4% or $205,828 at 6%; with 100% employer match about $231,556 at 4% or $154,371 at 6%.
2018197$6,401,280$2,370,605$24,439iApproximate average salary by contribution assumption: employee only about $610,981 at 4% or $407,320 at 6%; with 50% employer match about $407,320 at 4% or $271,547 at 6%; with 100% employer match about $305,490 at 4% or $203,660 at 6%.
The White Oak 401(K) Plan-97$6,401,280$2,370,605$24,439iApproximate average salary by contribution assumption: employee only about $610,981 at 4% or $407,320 at 6%; with 50% employer match about $407,320 at 4% or $271,547 at 6%; with 100% employer match about $305,490 at 4% or $203,660 at 6%.
2017173$4,951,122$1,436,049$19,672iApproximate average salary by contribution assumption: employee only about $491,798 at 4% or $327,865 at 6%; with 50% employer match about $327,865 at 4% or $218,577 at 6%; with 100% employer match about $245,899 at 4% or $163,933 at 6%.
The White Oak 401(K) Plan-73$4,951,122$1,436,049$19,672iApproximate average salary by contribution assumption: employee only about $491,798 at 4% or $327,865 at 6%; with 50% employer match about $327,865 at 4% or $218,577 at 6%; with 100% employer match about $245,899 at 4% or $163,933 at 6%.
2016173$3,763,407$1,166,647$15,981iApproximate average salary by contribution assumption: employee only about $399,537 at 4% or $266,358 at 6%; with 50% employer match about $266,358 at 4% or $177,572 at 6%; with 100% employer match about $199,768 at 4% or $133,179 at 6%.
The White Oak 401(K) Plan-73$3,763,407$1,166,647$15,981iApproximate average salary by contribution assumption: employee only about $399,537 at 4% or $266,358 at 6%; with 50% employer match about $266,358 at 4% or $177,572 at 6%; with 100% employer match about $199,768 at 4% or $133,179 at 6%.
2015163$2,773,436$1,356,638$21,534iApproximate average salary by contribution assumption: employee only about $538,348 at 4% or $358,899 at 6%; with 50% employer match about $358,899 at 4% or $239,266 at 6%; with 100% employer match about $269,174 at 4% or $179,449 at 6%.
The White Oak 401(K) Plan-63$2,773,436$1,356,638$21,534iApproximate average salary by contribution assumption: employee only about $538,348 at 4% or $358,899 at 6%; with 50% employer match about $358,899 at 4% or $239,266 at 6%; with 100% employer match about $269,174 at 4% or $179,449 at 6%.
2014146$1,552,932$940,493$20,446iApproximate average salary by contribution assumption: employee only about $511,138 at 4% or $340,758 at 6%; with 50% employer match about $340,758 at 4% or $227,172 at 6%; with 100% employer match about $255,569 at 4% or $170,379 at 6%.
The White Oak 401(K) Plan-46$1,552,932$940,493$20,446iApproximate average salary by contribution assumption: employee only about $511,138 at 4% or $340,758 at 6%; with 50% employer match about $340,758 at 4% or $227,172 at 6%; with 100% employer match about $255,569 at 4% or $170,379 at 6%.
2013132$547,492$530,684$16,584iApproximate average salary by contribution assumption: employee only about $414,597 at 4% or $276,398 at 6%; with 50% employer match about $276,398 at 4% or $184,265 at 6%; with 100% employer match about $207,298 at 4% or $138,199 at 6%.
The White Oak 401(K) Plan-32$547,492$530,684$16,584iApproximate average salary by contribution assumption: employee only about $414,597 at 4% or $276,398 at 6%; with 50% employer match about $276,398 at 4% or $184,265 at 6%; with 100% employer match about $207,298 at 4% or $138,199 at 6%.