# Oceana, INC. 403(b) Plan
Source: https://planprovider.pro/companies/oceana-inc-403b-plan

> Oceana, INC.'s 403(b) plan: 133 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Oceana, INC.

- **Sponsor EIN:** 510401308

- **Sponsor Address:** 1025 CONNECTICUT AVENUE, NW, WASHINGTON, DC, 20036

- **Plan Type:** 403(b)

- **Total Participants:** 133

- **Total Assets:** $39.2M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** Yes

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|133|$39.2M|$1.6M|$1.2M|

| 2023|135|$33.8M|$1.6M|$1.2M|

| 2022|143|$26.6M|$1.5M|$1.2M|

## 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|

| APRIO LLP|Auditor|$8,985|—|$8,985|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [APRIO LLP](https://planprovider.pro/provider/aprio-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $8,985

- **Estimated Expense Ratio:** 0.023% 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|$76,965|$32,500|$35,480|$8,985|—|

| 2023|$88,201|$32,500|—|$19,805|—|

| 2022|$82,710|—|—|—|$82,710|

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