Michael Wibbelsman signed Oak View Group LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Oak View Group LLC's EIN is 37-1786932.
Download the official 2024 Form 5500 (PDF) for Oak View Group LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Oak View Group LLC's plan includes ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA), profit-sharing, 403(b) custodial accounts.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $2K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES INC | 13-2638166 | — | ADVISOR | $5K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Target Retire 2045 # | Mutual Funds | — | — | $2.3M | 21.7% | |
| Vanguard Target Retire 2050 # | Mutual Funds | — | — | $1.3M | 11.9% | |
| Fidelity 500 Index # | Common Collective Trusts | — | — | $1.1M | 10.2% | |
| Vanguard Target Retire 2035 # | Mutual Funds | — | — | $1.1M | 10.2% | |
| Vanguard Target Retire 2025 # | Mutual Funds | — | — | $969K | 9.1% | |
| Fidelity Global Equity Income # 64 Vanguard Target Retire 2055 # | Mutual Funds | — | — | $789K | 7.4% | |
| Vanguard Target Retire 2040 # | Mutual Funds | — | — | $520K | 4.9% | |
| Vanguard Target Retire 2060 # | Mutual Funds | — | — | $470K | 4.4% | |
| Vanguard Target Retire 2030 # | Mutual Funds | — | — | $414K | 3.9% | |
| JP Morgan US Equity # | Other securities | — | — | $356K | 3.4% | |
| Vanguard Target Retire 2020 # | Mutual Funds | — | — | $339K | 3.2% | |
| Fidelity Small Cap Index # | Mutual Funds | — | — | $128K | 1.2% | |
| American Funds New World # | Mutual Funds | — | — | $104K | 1.0% | |
| Invesco Stable Value Fund # | Stable Value | — | — | $101K | 0.9% | |
| INVESCO STBL VAL III INVESCO TRUST COMPANY · EIN 84-1142974 / PN 001 | Common Collective Trust | — | — | $101K | 0.9% | |
| Fidelity Mid Cap Index # | Mutual Funds | — | — | $93K | 0.9% | |
| Vanguard Short-Term Corp Bond Index # | Mutual Funds | — | — | $92K | 0.9% | |
| Vanguard Target Retire Inc # | Mutual Funds | — | — | $91K | 0.9% | |
| BlackRock Total Return Fund # | Other securities | — | — | $88K | 0.8% | |
| Vanguard Target Retire 2065 # | Mutual Funds | — | — | $84K | 0.8% | |
| MFS International Equity # | Mutual Funds | — | — | $69K | 0.6% | |
| 1919 Socially Responsive Balanced Fund # | Other securities | — | — | $65K | 0.6% | |
| American Funds America Mutual # | Mutual Funds | — | — | $36K | 0.3% | |
| Neuberger Breman Large Cap Growth Fund # | Other securities | — | — | $22K | 0.2% | |
| Participant Loans Interest rates at 8.75%-9.5% 0 | Bonds / Notes | — | — | $20K | 0.2% | |
| DFA US Small Cap # | Mutual Funds | — | — | $10K | <0.1% | |
| John Hancock Enterprise # | Other securities | — | — | $10K | <0.1% | |
| DFA US Target Value # | Mutual Funds | — | — | $9K | <0.1% | |
| Fidelity Government Money Market # | Mutual Funds | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KRUGGEL LAWTON & COMPANY LLC | 35-1307701 | — | ACCOUNTANT/AUDITOR | $11K | — |
