How big is Oaktree Advisors, LLC's plan?

Oaktree Advisors, LLC's plan reported $519K in assets and 4 participants for 2024.

Original filing (PDF)20251002164059NAL0001115792001

Oaktree Advisors, LLC

Name: Oaktree Advisors, LLC — Oaktree Advisors, LLC 401(k), Form 5500 (2024)
Creator: Oaktree Advisors, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Oaktree Advisors, LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Oaktree Advisors, LLC's Oaktree Advisors, LLC 401(k) Profit Sharing Plan held $519K in plan assets for 4 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$519K

Net assets (EOY)

$519K

Plan identifiers

Oaktree Advisors, LLC's EIN is 46-3224250.

EIN 46-3224250

Plan number 001

Plan year 2024

ACK ID 20251002164059NAL0001115792001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Oaktree Advisors, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Oaktree Advisors, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for OAKTREE ADVISORS, LLC.

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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