White Oak Global Advisors LLC
advisor10 known aliases resolved via the canonical alias map
Market position · 2024
Plans served4-2 YoYRank #3370 of mapped providers
Assets under administration$3.3B0.0%Market share · rank #2348
Fees received$294,604Median $49,717/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 |
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 | Chevy Chase Trust Company | $2.1B |
BOARD OF TRUSTEES TEAMSTER AFFILIATES PENSION PLANDC · 526128127-333 | LOUISA MARGARET SLAPPEY | $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 | - |
INDUSTRIAL EMPLOYERS & DISTRIBUTORS ASSOCIATIONCA · 940294755-002 | $102M | 2,883 | $18,605 | 7y | - |
Flag exposure
100.0%Market: 89.1%
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 (10)
Raw Schedule C names collapsed into White Oak Global Advisors LLC.
- KROLL ONTRACK INC.
- KROLL ONTRACK, INC
- KROLL, RICHARD A.
- 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
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /plans 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 | 25.00% | 1.71% | +23.29 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
Frequent partners by role
Who else shows up on White Oak Global Advisors LLC's plans most often. Switch tabs by counterparty role - high-overlap names are either referral channels (advisors, auditors) or competitive blocks (other recordkeepers).
| Partner | Shared plans | % of book |
|---|---|---|
| Baum Sigman Auerbach & Neuman, Ltd. | 1 | 25.0% |
| Dowd Bloch Bennett & Cervone | 1 | 25.0% |
| Morgan Lewis & Bockius LLP | 1 | 25.0% |
| Rathje & Woodward | 1 | 25.0% |
| Seyfarth Shaw LLP | 1 | 25.0% |
| Trucker Huss | 1 | 25.0% |
| Virginia & Ambinder, LLP | 1 | 25.0% |