Plan Snapshot
- Plan Sponsor: Oasys, INC.
- Sponsor EIN: 273847584
- Sponsor Address: 650 PRATT AVE NW SUITE C, HUNTSVILLE, AL, 35801
- Plan Type: 401(k)
- Total Participants: 158
- Total Assets: $10.8M
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 | 158 | $10.8M | $489,506 | $1.1M |
| 2023 | 140 | $8.8M | $378,667 | $902,819 |
| 2022 | 119 | $7.9M | $388,919 | $960,783 |
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 |
|---|---|---|---|---|
| MORGAN STANLEY | INVESTMENT ADVISOR | $15,872 | — | $15,872 |
| ANGLIN REICHMAN ARMSTRONG, PC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MORGAN STANLEY — INVESTMENT ADVISOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $15,872
- Estimated Expense Ratio: 0.147% 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 | $22,753 | $18,291 | — | — | — |
| 2023 | $85,408 | — | — | — | — |
| 2022 | $65,579 | — | — | — | — |