Plan Snapshot
- Plan Sponsor: Oakdale Seniors Alliance, LLC
- Sponsor EIN: 882972429
- Sponsor Address: 2602 EAST MAIN STREET, SUITE 200, CHATTANOOGA, TN, 37404
- Plan Type: 401(k)
- Total Participants: 1,668
- Total Assets: $4.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 1,668 | $4.0M | $199,777 | $643,656 |
| 2023 | 1,044 | $1.3M | $157,483 | $479,111 |
| 2022 | 394 | $583,945 | $4,870 | $14,389 |
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 |
|---|---|---|---|---|
| UHY LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- UHY LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 |
|---|---|---|---|---|---|
| 2024 | $60,233 | $13,844 | $18,471 | — | — |
| 2023 | $29,648 | $4,719 | $10,512 | — | — |
| 2022 | $507 | $254 | $253 | — | — |