# Oak Street Health Mso, LLC 401(k) Plan
Source: https://planprovider.pro/companies/oak-street-health-mso-llc-401k-plan

> Oak Street Health Mso, LLC's 401(k) plan: 7,076 participants, plan year 2023 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2023.

## Plan Snapshot

- **Plan Sponsor:** Oak Street Health Mso, LLC

- **Sponsor EIN:** 462056165

- **Sponsor Address:** 30 WEST MONROE ST., STE. 1200, CHICAGO, IL, 60603

- **Plan Type:** 401(k)

- **Total Participants:** 7,076

- **Total Assets:** $138.9M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2023|7,076|$138.9M|$13.3M|$26.8M|

| 2022|5,233|$85.6M|$9.9M|$19.7M|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$522,180|—|$522,180|

| KESTRA INVESTMENT SERVICES LLC|ADVISOR|$100,000|—|$100,000|

| STRATEGIC ADVISORS, INC.|ADVISOR|$81,662|—|$81,662|

| CROWE LLP|ACCOUNTANT|$48,298|—|$48,298|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [KESTRA INVESTMENT SERVICES LLC](https://planprovider.pro/provider/sentinel-group) — ADVISOR

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $752,140

- **Estimated Expense Ratio:** 0.541% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2023|$376,070|$90,831|$900|$24,149|—|

| 2022|$293,665|$24,456|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/oak-street-health-mso-llc-401k-plan)

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