# Oracle Elevator Holdco, INC. 401(k) Plan
Source: https://planprovider.pro/companies/oracle-elevator-holdco-inc-401k-plan

> Oracle Elevator Holdco, INC.'s 401(k) plan: 633 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| PRINCIPAL LIFE INSURANCE COMPANY|CONTRACT ADMINISTRATOR|$172,075|—|$172,075|

| CREATIVE PLANNING, INC.|INVESTMENT ADVISORY|—|$85,726|$85,726|

| CBIZ CPAS P.C.|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [CREATIVE PLANNING, INC.](https://planprovider.pro/provider/creative-planning) — INVESTMENT ADVISORY

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $257,801

- **Estimated Expense Ratio:** 0.940% 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|$172,076|—|$172,076|—|—|

| 2023|$157,243|—|$157,243|—|—|

| 2022|$163,847|—|$163,847|—|—|

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