# Oasis Systems, LLC 401(k) Plan
Source: https://planprovider.pro/companies/oasis-systems-llc-401k-plan

> Oasis Systems, LLC's 401(k) plan: 2,793 participants, plan year 2023 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2023.

## 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](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

- [KESTRA INVESTMENT SERVICES LLC](https://planprovider.pro/provider/sentinel-group) — ADVISOR

- [CARON AND BLETZER, PLLC](https://planprovider.pro/provider/caron-bletzer) — 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|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/oasis-systems-llc-401k-plan)

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