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.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$125.4MPlan net assets, end of year$125,359,827
Participants21.8KCovered participants reported21,827
Assets / participant$5.7KComputed: assets ÷ participants$5,743 (computed)
Provider compensation$381.3K5 Schedule C provider row(s)$381,273
- Plan sponsor
- Oak View Group, LLC
- EIN
- 37-1786932
- Plan number
- 002
- Plan type
- 2
- Location
- Philadelphia, PA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 21,827 | H, C | 20250313162318NAL0021139201001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$125.4M total assets
Net assets$125.4MLiabilities$0
Full reported line items
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
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
34%66%
Employer 34%Participant 66%
Total expenses ÷ net assets8%Computed ratio
Benefits paid ÷ total income23%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
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