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: 1,165
- Total Assets: $47.4M
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 | 1,165 | $47.4M | $6.0M | $1.6M |
| 2023 | 1,172 | $41.1M | $5.2M | $1.4M |
| 2022 | 1,202 | $34.4M | $4.8M | $1.2M |
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 | $30,006 | — | $30,006 |
| ENVESTNET RETIREMENT SOLUTIONS LLC | INVESTMENT ADVISORY | $17,267 | — | $17,267 |
| INNOVATIVE INVESTMENT FIDUCIARIES | INVESTMENT ADVISORY | $12,950 | — | $12,950 |
| BOWMAN & COMPANY | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LINCOLN NATIONAL CORPORATION — SERVICE PROVIDER
- BOWMAN & COMPANY — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $60,223
- Estimated Expense Ratio: 0.127% 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 | $60,223 | $30,217 | $30,006 | — | — |
| 2023 | $50,318 | $25,275 | $25,043 | — | — |
| 2022 | $45,548 | $23,572 | $21,976 | — | — |