Plan Snapshot
- Plan Sponsor: Oracle Elevator Holdco, INC.
- Sponsor EIN: 821431166
- Sponsor Address: 8800 GRAND OAK CIRCLE, TAMPA, FL, 336372006
- Plan Type: 401(k)
- Total Participants: 633
- Total Assets: $27.4M
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 | 633 | $27.4M | $1.2M | $2.6M |
| 2023 | 605 | $25.5M | $1.1M | $2.3M |
| 2022 | 648 | $24.6M | $1.2M | $2.2M |
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 |
|---|---|---|---|---|
| CBIZ CPAS P.C. | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $172,076 | — | $172,076 | — | — |
| 2023 | $157,243 | — | $157,243 | — | — |
| 2022 | $163,847 | — | $163,847 | — | — |