Plan Snapshot
- Plan Sponsor: Oasis Outsourcing Holdings, INC. And Its Affiliates
- Sponsor EIN: 650731524
- Sponsor Address: 2054 VISTA PARKWAY, WEST PALM BEACH, FL, 33411
- Plan Type: 401(k)
- Total Participants: 84,093
- Total Assets: $2.1B
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 | 84,093 | $2.1B | $70.6M | $193.1M |
| 2023 | 83,612 | $2.0B | $72.3M | $189.6M |
| 2022 | 78,645 | $1.7B | $69.6M | $185.2M |
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 |
|---|---|---|---|---|
| SLAVIC INTEGRATED ADMINISTRATION | TPA | $7,430,378 | — | $7,430,378 |
| SLAVIC MUTUAL FUND MANAGEMENT CORP | INVESTMENT MGMT | $639,139 | — | $639,139 |
| OASIS OUTSOURCING HOLDINGS, INC | PLAN ADMINISTRATOR | $530,966 | — | $530,966 |
| REGIONS | SERVICE PROVIER | $101,250 | — | $101,250 |
| BKS FINANCIAL INVESTMENTS, LLC | INV ADVISORY | $82,281 | — | $82,281 |
| CBIZ CPAS P.C. | AUDITOR | $79,800 | — | $79,800 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $8,863,814
- Estimated Expense Ratio: 0.417% 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 | $8,871,314 | $822,670 | $7,961,344 | $79,800 | — |
| 2023 | $7,591,669 | $369,831 | $7,171,038 | $48,300 | — |
| 2022 | $6,792,213 | $472,929 | $6,261,584 | — | $57,700 |