Oracle Financial Services Software Inc. 401(k) Profit Sharing Plan
Sponsored by Oracle Financial Services Software, Inc. · EIN 134200183 · Plan #001
- Total assets
- $91.4M
- Net assets
- $91.4M
- Active participants
- 295
- With balances
- 578
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Lpl Financial Llc CRD 6413 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Retirement Solutions | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $107,923 |
| Lpl Financial Corporation | Consulting (general), Investment advisory (plan), Insurance brokerage commissions | $102,445 |
| Sax Accounting | Accounting, Direct payment from the plan | $15,000 |