Plan Ledger DOL Form 5500 · updated monthly

Oak View Group LLC401(k)

OAK VIEW GROUP 401(K) PLAN · DENVER, CO · plan year 2024

Reported admin expense ratio · 2024
0.38%

Peer grade: D · admin costs + employer contributions vs same-size plans · how grading works

Oak View Group LLC reported $565,255 in plan administrative expenses for 2024: 0.38% of average plan assets, higher than ~90% of peers. Employer contributions averaged $184 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 1 year on file its reported administrative ratio rose from 0.35% to 0.38%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other professional & technical services employers. By assets it is the 93rd-largest of 1,461 plans among Colorado employers on file, and the 909th of 11,654 in professional & technical services. In 2024, employees put in $2.13 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$176,092,115
Participants with balances5,003
Active participants49,999
Employer contributions$9,193,109
Employee contributions$19,573,861
Employer contribution per active participant$184
Average account balance$35,197
Benefits paid to participants$15,550,094
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2024$176.1M · 5,003 accts · $9.2M emplr
2023$125.4M · 3,357 accts · $6.3M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$402,351
Investment management$123,904
Audit (IQPA)$39,000
Total administrative$565,255
The Oak View Group LLC 401(k) match · 2024
Employer contribution per active participant$184
Median for plans this size$3,635
2024$184 per active participant
2023$284 per active participant

Oak View Group LLC's 2024 employer contribution ran below the $3,635 median for plans its size, in the bottom quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20244
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$402,351
UBS FINANCIAL SERVICES INC · Investment advisory (plan)$82,330
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$41,575
KRUGGEL LAWTON CPA · Accounting / audit$39,000

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history2
2024$565,255 · 0.38%
2023$381,273 · 0.35%
All plans at this employer2
OAK VIEW GROUP LLC 401(K) PROFIT SHARING PLAN AND TRUST403(b)
OAK VIEW GROUP 401(K) PLAN401(k)
Same employer
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Consor Engineers, LLC CO$222.7M · 0.11%
Merrick & Company CO$207.8M · 0.16%
Davis Graham & Stubbs LLP CO$179.8M · 0.00%
Ssr Mining Inc. CO$120.5M · 0.10%
Coalfire Systems, Inc. CO$111.7M · 0.10%

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Source: U.S. Department of Labor, Form 5500 series, EIN 371786932 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.