Original filing (PDF)20250801090350NAL0009870352001

OAKVIEW CAPITAL MANAGEMENT, LP

Name: OAKVIEW CAPITAL MANAGEMENT, LP — OAKVIEW CAPITAL MANAGEMENT, LP 401(K) PLAN, Form 5500 (2024)
Creator: OAKVIEW CAPITAL MANAGEMENT, LP

Form 5500-SF

FILING_RECEIVED

OAKVIEW CAPITAL MANAGEMENT, LP 401(K) PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$741K

Net assets (EOY)

$741K

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (98th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for OAKVIEW CAPITAL MANAGEMENT, LP.

Plan sponsor

Name

OAKVIEW CAPITAL MANAGEMENT, LP

EIN

26-1237335all filings

Address

3879 MAPLE AVENUE, SUITE 300 · DALLAS, TX · 75219

Phone

(214) 999-1175

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