Oracle Financial Services Software, Inc. 401(k) Plan

The Oracle Financial Services Software, Inc. 401(k) on its latest Form 5500

Oracle Financial Services Software, Inc. (EIN 13-4200183) reports ORACLE FINANCIAL SERVICES SOFTWARE INC. 401(K) PROFIT SHARING PLAN on its most recent Form 5500, with $91.4M in plan assets across 295 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.

See the full Oracle Financial Services Software, Inc. filing — schedules, fees, and providers.

Who runs the Oracle Financial Services Software, Inc. 401(k)?

The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Transamerica, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Oracle Financial Services Software, Inc. 401(k).

Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): LPL FINANCIAL, SAX ACCOUNTING.

How to check your Oracle Financial Services Software, Inc. 401(k)

• Log in to Transamerica’s participant portal (the site on your statements).
• Ask Oracle Financial Services Software, Inc. HR or benefits for the recordkeeper name and enrollment link.
• Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).