Oak View Group 401(K) Plan — Form 5500 plan (Oak View Group, LLC)
Plain-English plan 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, Oak View Group 401(K) Plan is a benefit plan reported by Oak View Group, LLC under EIN 37-1786932 and plan number 002. The latest loaded filing year is 2023. The filing reports 21,827 participants and $125,359,827 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Oak View Group, LLC
- EIN
- 37-1786932
- Plan number
- 002
- Plan type
- 2
- Location
- Philadelphia, PA
- Latest filing year
- 2023
- Participants
- 21,827
- End-of-year plan assets
- $125,359,827
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 21,827 | H, C | 20250313162318NAL0021139201001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $125,359,827
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $125,359,827
- Net assets (BOY)
- $95,155,983
Income & contributions
- Employer contributions
- $6,260,230
- Participant contributions
- $12,417,006
- Total contributions
- $21,455,151
- Total income / additions
- $39,960,130
Expenses & distributions
- Benefits paid
- $9,373,267
- Administrative expenses
- $381,273
- Total expenses
- $9,887,437
- Net increase / (decrease)
- $30,072,693
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $288,130 | $0 | 2023 |
| Ubs Financial Services Inc | ADVISOR/INVESTMENT ADV | $47,885 | not reported in the loaded dataset | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $24,782 | not reported in the loaded dataset | 2023 |
| Kruggel Lawton Cpa | ACCOUNTANT/AUDITOR | $15,000 | not reported in the loaded dataset | 2023 |
| Capfinancial Partners LLC D/B/A Ca | INVESTMENT ADVISOR | $5,476 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Oak View Group, LLC
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Philadelphia, PA
- Fidelity Investments Institutional — Schedule C compensation
- Ubs Financial Services Inc — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation
- Kruggel Lawton Cpa — Schedule C compensation
- Capfinancial Partners LLC D/B/A Ca — Schedule C compensation