# The Oaks Academy, INC. 403(b) Plan
Source: https://planprovider.pro/companies/the-oaks-academy-inc-403b-plan

> The Oaks Academy, INC.'s 403(b) plan: 135 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** The Oaks Academy, INC.

- **Sponsor EIN:** 352050595

- **Sponsor Address:** 1301 E. 16TH STREET, INDIANAPOLIS, IN, 46202

- **Plan Type:** 403(b)

- **Total Participants:** 135

- **Total Assets:** $5.0M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** Yes

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|135|$5.0M|$133,036|$424,574|

| 2023|133|$4.2M|$129,322|$411,274|

| 2022|246|$3.3M|$119,617|$408,038|

| 2019|229|$1.8M|$0|$0|

## 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|

| FORVIS MAZARS, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [FORVIS MAZARS, LLP](https://planprovider.pro/provider/forvis-mazars-llp) — 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|$6,004|—|$6,004|—|—|

| 2023|$3,233|—|$3,233|—|—|

| 2022|$842|—|$842|—|—|

| 2019|—|—|—|—|—|

## Similar Plans

- [International School Of Indiana INC.](https://planprovider.pro/companies/international-school-of-indiana-inc-403b-plan) — 123 participants

- [Orchard School Foundation INC.](https://planprovider.pro/companies/orchard-school-foundation-inc-403b-plan) — 162 participants

- [Lumina Foundation For Education, INC.](https://planprovider.pro/companies/lumina-foundation-for-education-inc-401k-plan) — 99 participants

- [Calumet College Of St. Joseph](https://planprovider.pro/companies/calumet-college-of-saint-joseph-403b-plan) — 191 participants

- [The Culver Educational Foundation](https://planprovider.pro/companies/the-culver-educational-foundation-plan) — 76 participants

- [Indiana Historical Society](https://planprovider.pro/companies/indiana-historical-society-plan-003) — 67 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/the-oaks-academy-inc-403b-plan)

© 2026 PlanProvider.Pro