# Oaktree Capital Management, L.P. 401(k) Plan
Source: https://planprovider.pro/companies/oaktree-capital-management-l-p-465053790-001

> Oaktree Capital Management, L.P.'s 401(k) plan: 0 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, L.P.

- **Sponsor EIN:** 465053790

- **Sponsor Address:** 333 SOUTH GRAND AVENUE, 28TH FLOOR, LOS ANGELES, CA, 90071

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

- **Plan Number:** 001

- **Total Participants:** 0

- **Total Assets:** $204.0M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

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

| 2024|0|$204.0M|$0|$0|

| 2023|0|$240.6M|$0|$0|

| 2022|0|$219.0M|$0|$0|

## 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|

| ERNST & YOUNG LLP|Auditor|$80,221|—|$80,221|

| BANK OF NEW YORK MELLON|Other Service Provider|$63,589|—|$63,589|

### Verified Provider Profiles

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

- [ERNST & YOUNG LLP](https://planprovider.pro/provider/ernst-and-young-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $143,810

- **Estimated Expense Ratio:** 0.071% 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|$1,348,684|$1,032,222|—|$73,749|—|

| 2023|$1,382,654|$1,117,027|—|$77,187|—|

| 2022|$1,419,367|$1,138,718|—|—|$232,343|

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