# Oaks Integrated Care, INC. 403(b) Plan
Source: https://planprovider.pro/companies/oaks-integrated-care-inc-403b-plan-001

> Oaks Integrated Care, INC.'s 403(b) plan: 86 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Oaks Integrated Care, INC.

- **Sponsor EIN:** 237048397

- **Sponsor Address:** 770 WOODLANE ROAD, SUITE 63, MOUNT HOLLY, NJ, 080603803

- **Plan Type:** 403(b)

- **Total Participants:** 86

- **Total Assets:** $39.9M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** Yes

- **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.|

| 2024|86|$39.9M|$1.5M|$421,498|

| 2023|95|$37.3M|$1.4M|$474,231|

| 2022|105|$35.7M|$1.6M|$498,864|

## 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|

| LINCOLN NATIONAL CORPORATION|SERVICE PROVIDER|$19,468|—|$19,468|

| ENVESTNET RETIREMENT SOLUTIONS LLC|INVESTMENT ADVISORY|$14,267|—|$14,267|

| INNOVATIVE INVESTMENT FIDUCIARIES|INVESTMENT ADVISORY|$10,700|—|$10,700|

| BOWMAN & COMPANY|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [LINCOLN NATIONAL CORPORATION](https://planprovider.pro/provider/lincoln-financial-group) — SERVICE PROVIDER

- [BOWMAN & COMPANY](https://planprovider.pro/provider/bowman-and-company-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $44,435

- **Estimated Expense Ratio:** 0.111% 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|

| 2024|$44,434|$24,966|$19,468|—|—|

| 2023|$41,418|$22,743|$18,675|—|—|

| 2022|$42,514|$24,229|$18,285|—|—|

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