Plan Snapshot
- Plan Sponsor: Oversight Systems, INC.
- Sponsor EIN: 383689825
- Sponsor Address: 360 INTERSTATE NORTH PARKWAY SE, SU, ATLANTA, GA, 30339
- Plan Type: 401(k)
- Total Participants: 138
- Total Assets: $15.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 138 | $15.0M | $522,384 | $1.6M |
| 2023 | 145 | $14.4M | $501,940 | $1.5M |
| 2022 | 144 | $10.5M | $442,839 | $1.4M |
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 |
|---|---|---|---|---|
| BENNETT THRASHER | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BENNETT THRASHER — Auditor
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 | $43,112 | $7,572 | — | — | — |
| 2023 | $33,827 | $5,655 | — | — | — |
| 2022 | $32,056 | $5,022 | $27,034 | — | — |