LISA Siegel signed Oasis Legal Finance Operating Company, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Oasis Legal Finance Operating Company, LLC's EIN is 20-1368823.
Download the official 2024 Form 5500 (PDF) for Oasis Legal Finance Operating Company, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Oasis Legal Finance Operating Company, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $43K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING LLC | 84-4519624 | — | ADVISOR | $19K | — |
| MESIROW FINANCIAL INC | 36-3194849 |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Investments 500 Index Fund | Common Collective Trusts | — | — | $3.6M | 19.7% | |
| Vanguard Investments Target Retirement 2045 Fund Investor | Mutual Funds | — | — | $1.5M | 8.0% | |
| Vanguard Investments Target Retirement 2035 Fund Investor | Mutual Funds | — | — | $1.2M | 6.8% | |
| Vanguard Investments Target Retirement 2050 Fund Investor | Mutual Funds | — | — | $1.1M | 6.1% | |
| Vanguard Investments Target Retirement 2025 Fund Investor | Mutual Funds | — | — | $949K | 5.2% | |
| American Century Investments Mid Cap Value Fund Class R-6 | Other securities | — | — | $857K | 4.7% | |
| Vanguard Investments Target Retirement 2040 Fund Investor | Mutual Funds | — | — | $756K | 4.1% | |
| American Funds New Perspective Fund Class R-6 | Mutual Funds | — | — | $714K | 3.9% | |
| Baird Core Plus Bond Fund Class Institutional | Other securities | — | — | $657K | 3.6% | |
| Fidelity Investments Mid Cap Index Fund | Common Collective Trusts | — | — | $639K | 3.5% | |
| JP Morgan Large Cap Growth Fund Class R6 | Other securities | — | — | $627K | 3.4% | |
| Vanguard Investments Target Retirement 2060 Fund Investor | Mutual Funds | — | — | $621K | 3.4% | |
| Vanguard Investments Target Retirement 2030 Fund Investor | Mutual Funds | — | — | $593K | 3.2% | |
| Vanguard Investments Target Retirement 2055 Fund Investor | Mutual Funds | — | — | $574K | 3.1% | |
| MFS International Diversification Fund | Mutual Funds | — | — | $544K | 3.0% | |
| Fidelity Investments Small Cap Index Fund | Common Collective Trusts | — | — | $525K | 2.9% | |
| Carillon Eagle Mid Cap Growth Fund Class R-6 | Other securities | — | — | $515K | 2.8% | |
| Diamond Hill Large Cap Fund Class Y | Other securities | — | — | $417K | 2.3% | |
| American Funds New World Fund Class R-6 | Mutual Funds | — | — | $333K | 1.8% | |
| MORLEY STABLE VALUE PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $258K | 1.4% | |
| Shares Vanguard Investments Small Cap Value Index Fund Admiral | Common Collective Trusts | — | — | $246K | 1.3% | |
| American Century Investments Small Cap Growth Fund R-6 | Other securities | — | — | $208K | 1.1% | |
| Vanguard Investments Target Retirement Income Fund | Mutual Funds | — | — | $173K | 0.9% | |
| Admiral Vanguard Intermediate Term Bond Index Fund Admiral | Common Collective Trusts | — | — | $164K | 0.9% | |
| Participant Loans Interest Rates range from 4.25% to - | Bonds / Notes | — | — | $154K | 0.8% | |
| Investor Vanguard Investments Target Retirement 2020 Fund Investor | Mutual Funds | — | — | $153K | 0.8% | |
| Vanguard Investments Target Retirement 2065 Fund Investor | Mutual Funds | — | — | $120K | 0.7% | |
| Class R-6 Vanguard Developed Markets Index Fund | Common Collective Trusts | — | — | $114K | 0.6% | |
| Vanguard Investments Target Retirement 2065 Fund Investor | Mutual Funds | — | — | $5K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| ADVISOR |
| $11K |
| — |
