How big is Oaktree Development Management Inc.'s plan?

Oaktree Development Management Inc.'s plan reported $505K in assets and 5 participants for 2023.

Original filing (PDF)20241015112425NAL0014479747001

Oaktree Development Management Inc.

Name: Oaktree Development Management Inc. — Oaktree Develo, Form 5500 (2023)
Creator: Oaktree Development Management Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Oaktree Development Management Inc. 401(k) Plan

401(k) retirement plan · Oaktree Development Management Inc.'s Oaktree Development Management Inc. 401(k) Plan held $505K in plan assets for 5 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$505K

Net assets (EOY)

$505K

Plan identifiers

Oaktree Development Management Inc.'s EIN is 46-4579250.

EIN 46-4579250

Plan number 001

Plan year 2023

ACK ID 20241015112425NAL0014479747001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Oaktree Development Management Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Oaktree Development Management Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Plan sponsor

Name

OAKTREE DEVELOPMENT MANAGEMENT INC.

EIN

all filings

Address

7514 WISCONSIN AVENUE · 5TH FL. · BETHESDA, MD · 20814

Phone

(202) 609-8880

Industry

Real Estate

Plan administrator