WHITE OAK GLOBAL ADVISORS, LLC
22 known aliases resolved via the canonical alias map
Market position · 2024
Plans served6-3 YoYRank #1653 of mapped providers
Assets under administration$3.6B0.0%Market share · rank #2189
Fees received$384,673Median $45,153/planSum across Schedule C direct + indirect
Net wins YoY-20 won · 2 lostPlan-level switch detection
Plans served · 5-year trajectory
Market-share plans percent annotated. Bar height is raw plan count.
Customer-base shape
What does a typical WHITE OAK GLOBAL ADVISORS, LLC plan look like?
Service mix · median fees per plan
Count of plans where WHITE OAK GLOBAL ADVISORS, LLC ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Investment management; Investment management fees paid indirectly by plan; Investment management fees paid directly by planCode 28 | 4 | $49,717 | |
Recordkeeping fees; Other fees; Direct payment from the plan; Trustee (bank, trust company, or similar financial institution); Recordkeeping and information management (computing, tabulating, data processing, etc.); Other servicesCode 15 | 1 | $40,000 | |
Investment management fees paid directly by planCode 51 | 1 | $50,069 |
Competitor overlap
Percent of WHITE OAK GLOBAL ADVISORS, LLC's plans that also list each competitor on Schedule C. High numbers = co-living partners; low numbers = direct displacement targets.
Plans won in 2024
Appeared this year; did not appear last year under WHITE OAK GLOBAL ADVISORS, LLC.
| Sponsor | From | Assets |
|---|
Plans lost in 2024
Appeared last year under WHITE OAK GLOBAL ADVISORS, LLC; not this year.
| Sponsor | To | Assets |
|---|---|---|
BOARD OF TRUSTEES OF CARPENTERS PENSION FUND OF ILLINOISIL · 366147396-001 | CENTRAL IL BUILDERS OF AGC | $2.1B |
BOARD OF TRUSTEES TEAMSTER AFFILIATES PENSION PLANDC · 526128127-333 | FEINBERG, DUMONT & BRENNAN | $250M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
BD OF TEES OF ELEVATOR CONSTRUCTORS UNION LOCAL NO. 1 ANNUITY & 401K FNJ · 516124191-001 | $1.7B | 4,276 | $176,566 | 10y | 1 |
LOCAL NO. 731, I.B. OF T., PENSION FUNDIL · 366513567-001 | $985M | 8,304 | $59,197 | 9y | - |
TRUSTEES OF NECA-IBEW LOCAL 364 CONTRIBUTION PENSION TRUST FUNDIL · 363306560-002 | $489M | 1,254 | $40,236 | 9y | - |
TRUSTEES OF 1199 SEIU REGIONAL PENSION FUNDNY · 161112391-001 | $232M | 13,121 | $50,069 | 4y | - |
INDUSTRIAL EMPLOYERS & DISTRIBUTORS ASSOCIATIONCA · 940294755-002 | $102M | 2,883 | $18,605 | 7y | - |
TRIMONT LLCGA · 581524431-001 | $75M | 859 | $40,000 | 6y | - |
Flag exposure
100.0%Market: 89.2%
This provider
Market baseline
Share of this provider's plans tripping any deterministic red flag this year. Lower than market baseline = better risk surface.
Aliases resolved (22)
Raw Schedule C names collapsed into WHITE OAK GLOBAL ADVISORS, LLC.
- RH WHITE CONSTRUCTION CO INC
- WHITE DEER ENERGY II
- WHITE DEER ENERGY III
- WHITE GLOVE
- WHITE HORSE ADVISORS
- WHITE HORSE ADVISORS LLC
- WHITE HORSE ADVISORS, LLC
- WHITE HORSE LIQUIDITY PARTNERS
- WHITE NELSOM DIEHL EVANS
- WHITE OAK
- WHITE OAK ADVISORS
- WHITE OAK GLOBAL ADVISORS
- WHITE OAK GLOBAL ADVISORS LLC
- WHITE OAK GLOBAL ADVISORS, LLC
- WHITE OAK GLOBAL ADVISORS, LLC.
- WHITE OAK GLOBAL INVESTORS, LLC
- WHITE OAK YIELD SPECTRUM PEER FD LP
- WHITE OAK YIELD SPECTRUM PEER FUND
- WHITE PINE
- WHITE SPRUCE FUND LP
- WHITE STAR
- WHITE STARS ADVISORS LLC
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /retirement size filter. Up-and-to-the-right on the bigger segments = moving up-market.
Under $5M$5-50M$50-250M$250M-1B$1B+
Compliance posture vs market
Per-flag share for WHITE OAK GLOBAL ADVISORS, LLC's book against the same flag's overall prevalence across all filings. Negative delta = under-indexed (cleaner book); positive = elevated risk surface.
| Flag | Plans flagged | Provider % | Market % | Delta |
|---|---|---|---|---|
| Recently terminated | 0 | 0.00% | 7.76% | -7.76 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 1 | 16.67% | 1.71% | +14.95 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 0 | 0.00% | 1.76% | -1.76 pp |
| Loss discovered | 0 | 0.00% | 0.00% | -0.00 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with WHITE OAK GLOBAL ADVISORS, LLC. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent