Oracle Corporation 401(k) Savings And Investment Plan
Sponsored by Oracle Corporation · EIN 542185193 · Plan #001
- Total assets
- $31.0B
- Net assets
- $31.0B
- Active participants
- 58,808
- With balances
- 99,815
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 |
|---|---|---|
| Financial Avengers, Inc. CRD 119636 | fuzzy_auto · 94% | 2024 |
| Mercer Investments Llc CRD 133449 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Financial Engines | Investment advisory (plan) | $1,926,018 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $1,066,857 |
| Mercer Investments Llc | Investment advisory (plan) | $230,765 |
| Sensiba Llp | Accounting | $82,500 |