How big is OAS, LLC's plan?

OAS, LLC's plan reported $561K in assets and 81 participants for 2024.

Original filing (PDF)20251014111720NAL0001273427001

OAS, LLC

Name: OAS, LLC — Valley Vista 401(k) Plan, Form 5500 (2024)
Creator: OAS, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Valley Vista 401(k) Plan

401(k) retirement plan · OAS, LLC's Valley Vista 401(k) Plan held $561K in plan assets for 81 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$561K

Net assets (EOY)

$561K

People on this filing

Richard Tatum signed OAS, LLC's 2024 Form 5500 as plan administrator.

Richard Tatum — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

OAS, LLC's EIN is 30-0223857.

EIN 30-0223857

Plan number 002

Plan year 2024

ACK ID 20251014111720NAL0001273427001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for OAS, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

OAS, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

OAS, LLC

EIN

all filings

Address

23 UPPER PLAIN · BRADFORD, VT · 05033

Phone

(802) 222-5201

Industry

Health Care & Social Assistance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-14

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2H · Partial participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

Service providers (Schedule C)

Small plans don't disclose service providers

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