# Oak Hill Capital Management, LLC 401(k) Plan
Source: https://planprovider.pro/companies/oak-hill-capital-management-llc-plan

> Oak Hill Capital Management, LLC's 401(k) plan: 55 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Oak Hill Capital Management, LLC

- **Sponsor EIN:** 432059713

- **Sponsor Address:** ONE STAMFORD PLAZA 263 TRESSER BLVD, STAMFORD, CT, 06901

- **Plan Type:** 401(k)

- **Total Participants:** 55

- **Total Assets:** $52.0M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** Yes

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|55|$52.0M|$1.1M|$940,653|

| 2023|51|$44.3M|$1.1M|$952,805|

| 2022|58|$35.9M|$1.1M|$162,418|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| CITRIN COOPERMAN|Auditor|—|—|$0|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $0

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$19,650|$42,000|—|—|—|

| 2023|$12,848|$35,000|—|—|—|

| 2022|$25|—|—|—|—|

## Similar Plans

- [Bradley Foster & Sargent, INC.](https://planprovider.pro/companies/bradley-foster-sargent-inc-plan) — 53 participants

- [Aristeia Capital, LLC](https://planprovider.pro/companies/aristeia-capital-llc-401k-plan) — 66 participants

- [Sageview Capital Admin LP](https://planprovider.pro/companies/sageview-capital-admin-lp-plan) — 30 participants

- [Long River Investments INC.](https://planprovider.pro/companies/long-river-investments-inc-401k-plan) — 2 participants

- [Apollo Management Holdings, LP](https://planprovider.pro/companies/apollo-management-holdings-lp-401k-plan) — 1,966 participants

- [Point72, L.P.](https://planprovider.pro/companies/point72-l-p-401k-plan) — 2,022 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/oak-hill-capital-management-llc-plan)

© 2026 PlanProvider.Pro