Oak View Group 401(k) match, vesting and fees
What Oak View Group's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Fidelity Investments Institutional | Schedule C ↗ |
| Independent auditor | Kruggel, Lawton & Company, LLC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
How the plan compares
Plan year 2024 medians for 35 defined-contribution plans in management of companies and enterprises with 5,000 to 9,999 participants.
| Oak View Group: employer contribution per participant | $1,838 | |
| Peer median | $2,915 |
| Oak View Group: average balance | $35,197 | |
| Peer median | $131,844 |
| Oak View Group: admin expenses ÷ assets | 0.38% | |
| Peer median | 0.06% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $125M at the end of plan year 2023 to $176M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 50,766 | $176M | $9.2M | $1,838 | 0.38% | Not published | Form 5500 ↗ |
| 2023 | 22,658 | $125M | $6.3M | $1,865 | 0.35% | Not published | Form 5500 ↗ |
Other Oak View Group plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Oak View Group LLC 401(k) Profit Sharing Plan and Trust
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Fidelity Investments Institutional | Schedule C ↗ |
| Independent auditor | Kruggel Lawton & Company LLC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
Common questions
Does Oak View Group match 401(k) contributions?
The match terms for the Oak View Group 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $9.2M in employer contributions, about $1,838 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Oak View Group 401(k) match vested?
The vesting schedule for the Oak View Group 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Oak View Group 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Fidelity Investments Institutional. The plan administrator is Oak View Group, LLC.
I left Oak View Group. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Oak View Group, LLC, (215) 218-7531) or the recordkeeper, Fidelity Investments Institutional. The Oak View Group old 401(k) page lists the contacts from every plan filing. Find an old Oak View Group 401(k)
Data from the public Form 5500 annual reports Oak View Group filed with the U.S. Department of Labor (plan years 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Oak View Group. Not financial advice. Report a correction · Methodology