# Oaktree Capital Management 401(k) Plan
Source: https://planprovider.pro/companies/oaktree-capital-management-401k-plan

> Oaktree Capital Management's 401(k) plan: 922 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Oaktree Capital Management

- **Sponsor EIN:** 260189082

- **Sponsor Address:** 333 S. GRAND AVE., LOS ANGELES, CA, 90071

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

- **Total Participants:** 922

- **Total Assets:** $404.1M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **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|922|$404.1M|$6.4M|$19.4M|

| 2023|936|$340.4M|$6.0M|$17.9M|

| 2022|856|$273.1M|$5.1M|$15.5M|

## 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|

| THE VANGUARD GROUP, INC.|NONE|$250,027|—|$250,027|

| SAGEVIEW ADVISORY GROUP LLC|NONE|$128,750|—|$128,750|

| HUTCHINSON AND BLOODGOOD LLP|NONE|$58,250|—|$58,250|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [THE VANGUARD GROUP, INC.](https://planprovider.pro/provider/the-vanguard-group-inc) — NONE

- [SAGEVIEW ADVISORY GROUP LLC](https://planprovider.pro/provider/sageview-advisory-group) — NONE

- [HUTCHINSON AND BLOODGOOD LLP](https://planprovider.pro/provider/hutchinson-and-bloodgood-llp) — NONE

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $437,027

- **Estimated Expense Ratio:** 0.108% 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|$434,991|—|—|—|—|

| 2023|$57,056|—|—|—|—|

| 2022|$218,457|—|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/oaktree-capital-management-401k-plan)

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