Oaktree Capital Management, L. P. 401(k) Savings Plan
Sponsored by Oaktree Capital Management · EIN 260189082 · Plan #001
- Total assets
- $404M
- Net assets
- $404M
- Active participants
- 922
- With balances
- 1,356
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| The Vanguard Group, Inc. | Recordkeeping, Consulting (general), Trustee (directed) | $250,027 |
| Sageview Advisory Group Llc | Consulting (general) | $128,750 |
| Hutchinson And Bloodgood Llp | Other fees | $58,250 |