# Oracle Financial Services Software, INC. 401(k) Plan
Source: https://planprovider.pro/companies/oracle-financial-services-software-inc-401k-plan

> Oracle Financial Services Software, INC.'s 401(k) plan: 295 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Oracle Financial Services Software, INC.

- **Sponsor EIN:** 134200183

- **Sponsor Address:** 100 SOMERSET CORPORATE BLVD., BRIDGEWATER, NJ, 08807

- **Plan Type:** 401(k)

- **Total Participants:** 295

- **Total Assets:** $91.4M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **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|295|$91.4M|$1.4M|$4.2M|

| 2023|298|$81.4M|$1.7M|$4.0M|

| 2022|301|$66.8M|$1.4M|$3.7M|

## 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|

| TRANSAMERICA RETIREMENT SOLUTIONS|RECORDKEEPER|$107,923|—|$107,923|

| LPL FINANCIAL CORPORATION|INVESTMENT ADVISORY|$102,445|—|$102,445|

| SAX ACCOUNTING|AUDIT|$15,000|—|$15,000|

### Verified Provider Profiles

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

- [TRANSAMERICA RETIREMENT SOLUTIONS](https://planprovider.pro/provider/transamerica) — RECORDKEEPER

- [SAX ACCOUNTING](https://planprovider.pro/provider/sax-llp) — AUDIT

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $225,368

- **Estimated Expense Ratio:** 0.246% 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|$225,368|$102,445|—|$15,000|—|

| 2023|$225,071|$86,375|—|$42,000|—|

| 2022|$182,378|$102,954|—|—|—|

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