Plan Snapshot
- Plan Sponsor: Oak View Group, LLC
- Sponsor EIN: 371786932
- Sponsor Address: 150 ROUSE BOULEVARD 3RD FLOOR, PHILADELPHIA, PA, 19112
- Plan Type: 401(k)
- Total Participants: 49,999
- Total Assets: $176.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- 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 | 49,999 | $176.1M | $9.2M | $19.6M |
| 2023 | 22,064 | $125.4M | $6.3M | $12.4M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $402,351 | — | $402,351 |
| UBS FINANCIAL SERVICES INC | ADVISOR | $82,330 | — | $82,330 |
| STRATEGIC ADVISORS, INC. | ADVISOR | $41,575 | — | $41,575 |
| KRUGGEL LAWTON CPA | ACCOUNTANT/AUDITOR | $39,000 | — | $39,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- UBS FINANCIAL SERVICES INC — ADVISOR
- STRATEGIC ADVISORS, INC. — ADVISOR
- KRUGGEL LAWTON CPA — ACCOUNTANT/AUDITOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $565,256
- Estimated Expense Ratio: 0.321% of plan assets
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 | $565,255 | $123,904 | $1,500 | $39,000 | — |
| 2023 | $381,273 | $64,066 | $600 | $15,000 | — |