AUMdb

Oaktree Employee Stock Ownership Plan

Sponsored by The Hawthorn Group, Inc. · EIN 743073830 · Plan #002

Total assets
$2.9M
Net assets
$-15.5M
Active participants
1,007
With balances
1,133

Plan year beginning 01/01/2024

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).

No Schedule C on file for this plan year.