# Oasys, INC. 401(k) Plan
Source: https://planprovider.pro/companies/oasys-inc-401k-plan-001-7584

> Oasys, INC.&#39;s 401(k) plan: 158 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|—|—|—|—|

## Similar Plans

- [Intrepid Group, INC.](https://planprovider.pro/companies/intrepid-group-inc-plan-001) — 370 participants

- [Adtran, INC](https://planprovider.pro/companies/adtran-inc-401k-plan) — 847 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/oasys-inc-401k-plan-001-7584)

&copy; 2026 PlanProvider.Pro
