Portage Point Partners

Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.

Plans served

Active participants

Total plan assets

$820.8M

Filings (rows)

Direct comp

$163K

Indirect comp

SERVICES PROVIDED

Other service providers2

Advisor / Consultant1

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Oaktree Capital Management, L.P. Oaktree Middle-Market Direct Lending Fund (Parallel 2), L.P. · all filings	LOS ANGELES, CA	Other service providers	—	$445.5M	$23K	$0
Oaktree Capital Management, L.P. Oaktree Middle-Market Direct Lending Fund (Parallel 2), L.P. · all filings	LOS ANGELES, CA	Other service providers	—	$375.3M	$23K	$0
Bouchard Transportation Co., Inc. Bouchard Transportation Co., Inc. Management 401(k) Plan and Trust · all filings	MELVILLE, NY	Advisor / Consultant	0	$0	$117K	$0