# Oaks Integrated Care, INC. 403(b) Plan
Source: https://planprovider.pro/companies/oaks-integrated-care-inc-403b-plan-002

> Oaks Integrated Care, INC.'s 403(b) plan: 1,165 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:** 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](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:** $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|—|—|

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