What public Form 5500 filings show about the Oak View Group, LLC 401(k) plan — and how to find and check your own account.
Oak View Group, LLC (EIN 37-1786932) reports OAK VIEW GROUP 401(K) PLAN on its most recent Form 5500, with $186.7M in plan assets across 50,000 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full Oak View Group, LLC filing — schedules, fees, and providers.
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Fidelity, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Oak View Group, LLC 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): UBS FINANCIAL SERVICES, STRATEGIC ADVISORS, KRUGGEL LAWTON CPA, KRUGGEL LAWTON &.
