Plan Ledger DOL Form 5500 · updated monthly

Oasys, Inc.401(k)

OASYS INC 401(K) PROFIT SHARING PLAN & TRUST · HUNTSVILLE, AL · plan year 2024

Reported admin expense ratio · 2024
0.23%

Peer grade: A- · admin costs + employer contributions vs same-size plans · how grading works

Oasys, Inc. reported $22,753 in plan administrative expenses for 2024: 0.23% of average plan assets, below the peer median. Employer contributions averaged $3,098 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio fell from 0.80% to 0.23%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other professional & technical services employers. By assets it is the 447th-largest of 902 plans among Alabama employers on file, and 7,758th of 11,654 in professional & technical services. In 2024, employees put in $2.34 for every $1.00 the employer contributed; active participation has grown from 119 to 158 since 2022.

Plan summary
Net assets, end of year$10,778,431
Participants with balances174
Active participants158
Employer contributions$489,506
Employee contributions$1,145,173
Employer contribution per active participant$3,098
Average account balance$61,945
Benefits paid to participants$1,273,013
Plan auditUnmodified (clean) audit opinion
AuditorANGLIN REICHMAN ARMSTRONG, PC
Plan history3
Yearassets · accounts · employer contribution
2024$10.8M · 174 accts · $490K emplr
2023$8.8M · 151 accts · $379K emplr
2022$7.9M · 149 accts · $389K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$4,462
Investment management$18,291
Total administrative$22,753
The Oasys, Inc. 401(k) match · 2024
Employer contribution per active participant$3,098
Median for plans this size$1,313
2024$3,098 per active participant
2023$2,705 per active participant
2022$3,268 per active participant

Oasys, Inc.'s 2024 employer contribution ran above the $1,313 median for plans its size, placing it in the top quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20243
MORGAN STANLEY · Investment advisory (plan)$15,872
EMPOWER ADVISORY GROUP, LLC · Investment management$2,419

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$22,753 · 0.23%
2023$85,408 · 1.02%
2022$65,579 · 0.80%
All plans at this employer2
OASYS INC 401(K) PROFIT SHARING PLAN & TRUST401(k)
OASYS, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP
Similar plansProfessional & Technical Services · Alabama
Spectrum Solutions, Inc. AL$11.1M · 0.50%
Trinova, Inc. AL$10.9M · 0.35%
Signalink Group Inc. AL$10.2M · 0.69%
Projectxyz, Inc. AL$9.7M · 0.04%

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Source: U.S. Department of Labor, Form 5500 series, EIN 273847584 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.