# Overseas Service Corporation 401(k) Plan
Source: https://planprovider.pro/companies/overseas-service-corporation-401k-plan

> Overseas Service Corporation's 401(k) plan: 389 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Overseas Service Corporation

- **Sponsor EIN:** 530215173

- **Sponsor Address:** 1100 NORTHPOINT PARKWAY SUITE 200, WEST PALM BEACH, FL, 33407

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

- **Total Participants:** 389

- **Total Assets:** $35.3M

## 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|389|$35.3M|$656,382|$1.3M|

| 2023|373|$30.5M|$607,644|$1.2M|

| 2022|370|$24.6M|$583,387|$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|

| SAGEVIEW ADVISORY GROUP LLC|INVESTMENT ADVISOR|$65,380|—|$65,380|

| STRATEGIC ADVISORS, INC.|ADVISOR|$9,664|—|$9,664|

| PARKS & COMPANY, LLC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [SAGEVIEW ADVISORY GROUP LLC](https://planprovider.pro/provider/sageview-advisory-group) — INVESTMENT ADVISOR

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

- [PARKS & COMPANY, LLC](https://planprovider.pro/provider/parks-and-company-llc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $75,044

- **Estimated Expense Ratio:** 0.213% 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|$22,802|$9,664|—|—|—|

| 2023|$40,277|$73,421|—|—|—|

| 2022|$20,960|$8,324|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/overseas-service-corporation-401k-plan)

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