Oracle Financial Services Software 401(k) match, vesting and fees
What Oracle Financial Services Software's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Transamerica Retirement Solutions | Schedule C ↗ |
| Independent auditor | Sax LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 502 defined-contribution plans in retail trade with 500 to 999 participants.
| Oracle Financial Services Software: employer contribution per participant | $2,365 | |
| Peer median | $928 |
| Oracle Financial Services Software: average balance | $158,194 | |
| Peer median | $40,685 |
| Oracle Financial Services Software: admin expenses ÷ assets | 0.26% | |
| Peer median | 0.37% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $88.2M at the end of plan year 2021 to $91.4M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 594 | $91.4M | $1.4M | $2,365 | 0.26% | Not published | Form 5500 ↗ |
| 2023 | 636 | $81.4M | $1.7M | $2,696 | 0.30% | Not published | Form 5500 ↗ |
| 2022 | 645 | $66.8M | $1.4M | $2,237 | 0.24% | Not published | Form 5500 ↗ |
| 2021 | 630 | $88.2M | $1.5M | $2,304 | 0.21% | Not published | Form 5500 ↗ |
Common questions
Does Oracle Financial Services Software match 401(k) contributions?
The match terms for the Oracle Financial Services Software Inc. 401(k) Profit Sharing Plan have not been published from its filing yet. The plan year 2024 filing reports $1.4M in employer contributions, about $2,365 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Oracle Financial Services Software 401(k) match vested?
The vesting schedule for the Oracle Financial Services Software Inc. 401(k) Profit Sharing Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Oracle Financial Services Software 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Transamerica Retirement Solutions. The plan administrator is Oracle Financial Services Software, Inc..
I left Oracle Financial Services Software. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Oracle Financial Services Software, Inc., (659) 145-0720) or the recordkeeper, Transamerica Retirement Solutions. The Oracle Financial Services Software old 401(k) page lists the contacts from every plan filing. Find an old Oracle Financial Services Software 401(k)
Data from the public Form 5500 annual reports Oracle Financial Services Software filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Oracle Financial Services Software. Not financial advice. Report a correction · Methodology