2023 Form 5500 filing — Oak View Group 401(K) Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20250313162318NAL0021139201001) for Oak View Group 401(K) Plan, reported by Oak View Group, LLC under EIN 37-1786932 and plan number 002. It reports 21,827 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250313162318NAL0021139201001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Oak View Group, LLC
- EIN
- 37-1786932
- Plan number
- 002
- Location
- Philadelphia, PA
- Participants
- 21,827
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $125,359,827
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $125,359,827
- Employer contributions
- $6,260,230
- Participant contributions
- $12,417,006
- Total income / additions
- $39,960,130
- Benefits paid
- $9,373,267
- Administrative expenses
- $381,273
- Total expenses
- $9,887,437
- Net increase / (decrease)
- $30,072,693
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $288,130 | $0 |
| Ubs Financial Services Inc | ADVISOR/INVESTMENT ADV | $47,885 | not reported in the loaded dataset |
| Strategic Advisors, Inc. | ADVISOR | $24,782 | not reported in the loaded dataset |
| Kruggel Lawton Cpa | ACCOUNTANT/AUDITOR | $15,000 | not reported in the loaded dataset |
| Capfinancial Partners LLC D/B/A Ca | INVESTMENT ADVISOR | $5,476 | not reported in the loaded dataset |