Plan Snapshot
- Plan Sponsor: Oracle Corporation
- Sponsor EIN: 542185193
- Sponsor Address: 500 ORACLE PARKWAY, REDWOOD SHORES, CA, 94065
- Plan Type: 401(k)
- Total Participants: 58,808
- Total Assets: $31.0B
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. |
|---|---|---|---|---|
| 2024 | 58,808 | $31.0B | $201.4M | $966.2M |
| 2023 | 58,962 | $26.3B | $203.8M | $930.6M |
| 2022 | 63,105 | $21.9B | $178.9M | $771.8M |
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 |
|---|---|---|---|---|
| FINANCIAL ENGINES | ADVISOR | $1,926,018 | — | $1,926,018 |
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $1,066,857 | — | $1,066,857 |
| MERCER INVESTMENTS LLC | INVESTMENT ADVISOR | $230,765 | — | $230,765 |
| SENSIBA LLP | ACCOUNTANT/AUDITOR | $82,500 | — | $82,500 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- SENSIBA LLP — ACCOUNTANT/AUDITOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $3,306,140
- Estimated Expense Ratio: 0.011% 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 | $10,712,603 | $9,423,522 | $31,500 | $82,500 | — |
| 2023 | $10,014,874 | $8,089,464 | $37,200 | $82,500 | — |
| 2022 | $8,878,607 | $6,327,163 | — | — | — |