Plan Snapshot
- Plan Sponsor: Oasis Medical & Surgical Wellnes
- Sponsor EIN: 463500730
- Sponsor Address: 85 HARRISTOWN ROAD, GLEN ROCK, NJ, 07452
- Plan Type: 401(k)
- Total Participants: 92
- Total Assets: $1.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 92 | $1.9M | $0 | $305,606 |
| 2023 | 144 | $1.1M | $0 | $306,108 |
| 2022 | 59 | $370,937 | $0 | $155,103 |
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 |
|---|---|---|---|---|
| ADP, INC. | Recordkeeper | $7,789 | — | $7,789 |
| ROYAL ALLIANCE ASSOCIATES, INC. | Investment Advisor | $6,581 | — | $6,581 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ADP, INC. — Recordkeeper
- ROYAL ALLIANCE ASSOCIATES, INC. — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $14,370
- Estimated Expense Ratio: 0.738% 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 | $14,371 | $6,851 | — | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |