# Oasis Legal Finance Operating Company, LLC 401(k) Plan
Source: https://planprovider.pro/companies/oasis-legal-finance-operating-company-llc-401k-plan

> Oasis Legal Finance Operating Company, LLC's 401(k) plan: 614 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Oasis Legal Finance Operating Company, LLC

- **Sponsor EIN:** 201368823

- **Sponsor Address:** 9525 W. BRYN MAWR AVE. SUITE 900, ROSEMONT, IL, 60018

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

- **Total Participants:** 614

- **Total Assets:** $18.4M

## 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.|

| 2024|614|$18.4M|$1.2M|$2.3M|

| 2023|374|$13.1M|$490,875|$1.8M|

| 2022|354|$10.3M|$146,263|$1.3M|

## 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|

| SMITH AND HOWARD|Auditor|—|—|$0|

## 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|$72,374|$29,341|—|—|—|

| 2023|$55,080|$21,619|—|—|—|

| 2022|$52,090|—|—|—|—|

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