Oaktree Inc. 401(k) Plan
What public Form 5500 filings show about the Oaktree Inc. 401(k) plan — and how to find and check your own account.
The Oaktree Inc. 401(k) on its latest Form 5500
Oaktree Inc. (EIN 37-1596192) reports OAKTREE INC 401(K) PROFIT SHARING PLAN & TRUST on its most recent Form 5500, with $459K in plan assets across 12 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 Oaktree Inc. filing — schedules, fees, and providers.
Who runs the Oaktree Inc. 401(k)?
Oaktree Inc.’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask Oaktree Inc.HR for the recordkeeper’s name and login.
How to check your Oaktree Inc. 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask Oaktree Inc. HR or benefits for the recordkeeper name and enrollment link.
- Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).