Oaktree Capital Management, L.P. 401k Savings Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 86, placing it in the top 15% of all plans in its peer group. This plan is also in the top 15% of plans for Account Balances, Company Generosity, and Salary Deferral. Oaktree Capital Management, L.P. 401k Savings Plan currently has over 700 active participants and over $97.3M in plan assets.
|1.||Vanguard 80/20 Aggressive Management Trust||15%|
|2.||Vanguard 500 Index||7%|
333 S. Grand Ave.
Los Angeles, CA 90071
|Industry||Finance and Insurance|
|Net Plan Assets||$97,300,000|
|Avg Account Balance||$130,000|
|Cerberus Capital Management, L.P.||90.1|
|TPG Global, LLC||85.9|
|Trust Company of the West||82.0|
|Cambridge Associates, LLC||81.4|
|Calamos Holdings LLC||81.2|
|Investment Adviser||Pension Architects|
|Corporate Trustee||Charles Schwab|
|Recordkeeper||Digital Retirement Solutions, Inc.|
|Auditor||Dreyer Edmonds & Robbins|
Information is provided 'as is' and solely for informational purposes, not for investment purposes or advice.
BrightScope is not a fiduciary under ERISA. BrightScope is not endorsed by or affiliated with FINRA.