Original filing (PDF)20240911232024NAL0009256881001

OASIS SYSTEMS, LLC

Name: OASIS SYSTEMS, LLC — OASIS 401(K) PLAN, Form 5500 (2023)
Creator: OASIS SYSTEMS, LLC

Form 5500

FILING_RECEIVED

OASIS 401(K) PLAN

401(k) retirement plan

Active participants

2,793

Accounts w/ balance

4,163

Plan assets (EOY)

$334.0M

Net assets (EOY)

$334.0M

How this plan invests

This plan

2 collective trusts

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for OASIS SYSTEMS, LLC.

Plan sponsor

Name

OASIS SYSTEMS, LLC

EIN

04-3382761

Address

200 SUMMIT DRIVE · BURLINGTON, MA · 01803

Phone

(781) 879-1412

Industry

Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-09-12

Pension benefit codes

3H · Sponsor in controlled / affiliated group

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

2E · Profit-sharing

Service providers (Schedule C)

5 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$200K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
SMITH THORNTON ADVISORS, LLC	45-3064370	—	ADVISOR/INVESTMENT ADV	$149K	—
STRATEGIC ADVISORS, INC.	04-2654524	—	ADVISOR	$81K	—
KESTRA INVESTMENT SERVICES LLC

Investments

2 pooled funds· $20.0M(6% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.

Investment	Type	Current value	% of plan
INVESCO STABLE VAL I INVESCO TRUST COMPANY · EIN 84-1142974 / PN 001	Common Collective Trust	$16.5M	4.9%
FH CAP PRESRVN R6P FEDERATED INVESTORS TRUST COMPANY · EIN 22-2712853 / PN 001	Common Collective Trust	$3.5M	1.1%