Plan Snapshot
- Plan Sponsor: Oasis Systems, LLC
- Sponsor EIN: 043382761
- Sponsor Address: 200 SUMMIT DRIVE, BURLINGTON, MA, 01803
- Plan Type: 401(k)
- Total Participants: 2,793
- Total Assets: $334.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2023 | 2,793 | $334.0M | $12.2M | $29.4M |
| 2022 | 1,934 | $295.5M | $8.0M | $19.9M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $399,302 | — | $399,302 |
| SMITH THORNTON ADVISORS, LLC | ADVISOR/INVESTMENT ADV | $297,728 | — | $297,728 |
| STRATEGIC ADVISORS, INC. | ADVISOR | $161,248 | — | $161,248 |
| KESTRA INVESTMENT SERVICES LLC | ADVISOR | $40,290 | — | $40,290 |
| CARON AND BLETZER, PLLC | ACCOUNTANT/AUDITOR | $23,000 | — | $23,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- STRATEGIC ADVISORS, INC. — ADVISOR
- KESTRA INVESTMENT SERVICES LLC — ADVISOR
- CARON AND BLETZER, PLLC — ACCOUNTANT/AUDITOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $921,568
- Estimated Expense Ratio: 0.276% 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 |
|---|---|---|---|---|---|
| 2023 | $472,285 | $261,160 | $4,800 | $11,500 | — |
| 2022 | $393,189 | $56,858 | — | — | — |