# Oak View Group, LLC 401(k) Plan
Source: https://planprovider.pro/companies/oak-view-group-llc-401k-plan-002

> Oak View Group, LLC's 401(k) plan: 49,999 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [UBS FINANCIAL SERVICES INC](https://planprovider.pro/provider/aspire-financial-services) — ADVISOR

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

- [KRUGGEL LAWTON CPA](https://planprovider.pro/provider/kruggel-lawton-and-company-llc) — 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|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/oak-view-group-llc-401k-plan-002)

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