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Original filing (PDF)20251028131323NAL0006206195001
OASIS CORPORATION
Form 5500
FILING_RECEIVED
OASIS PEDIATRIC THERAPY 401(K)
401(k) retirement plan
Signals · 2
25% in single holdingNo recordkeeper disclosed
Active participants
112
Accounts w/ balance
124
Plan assets (EOY)
$388K
Net assets (EOY)
$388K
How this plan invests
This plan
18 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
87
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "American Funds Trgt Date Ret 2060 R6 American Funds 0" is 25% of plan.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (9 bps vs 158 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for OASIS CORPORATION.
Plan sponsor
Name
OASIS CORPORATION
EIN
30-0975403
Address
5699 W. 20TH STREET · SUITE 300 · GREELEY, CO · 80634
Phone
(970) 451-1234
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-28
Pension benefit codes
2S · Automatic enrollment
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
BROCK AND COMPANY CPAS P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $360 | — |
Investments
18 direct securities· $383K(99% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds Trgt Date Ret 2060 R6 American Funds 0 | — | — | — | $96K | 24.9% | |
| American Funds Trgt Date Ret 2055 R6 American Funds 0 | — | — | — | $66K | 16.9% | |
| American Funds Trgt Date Ret 2045 R6 American Funds 0 | — | — | — | $62K | 15.9% | |
| American Funds Trgt Date Ret 2050 R6 American Funds 0 | — | — | — | $46K | 12.0% | |
| American Funds Trgt Date Ret 2040 R6 American Funds 0 | — | — | — | $32K | 8.2% | |
| American Funds Trgt Date Ret 2065 R6 American Funds 0 | — | — | — | $16K | 4.0% | |
| American Funds Trgt Date Ret 2030 R6 American Funds 0 | — | — | — | $13K | 3.3% | |
| Allspring Special Mid Cap Value R6 Allspring 0 346 iShares Russell 1000 LgCap Ind K iShares 0 | — | — | — | $11K | 2.9% | |
| Columbia Contrarian Core I3 Columbia 0 | — | — | — | $9K | 2.2% | |
| American Funds Trgt Date Ret 2015 R6 American Funds 0 888 American Funds Trgt Date Ret 2025 R6 American Funds 0 | — | — | — | $9K | 2.2% | |
| American Funds Trgt Date Ret 2035 R6 American Funds 0 | — | — | — | $8K | 2.0% | |
| Dodge & Cox Balanced Fund I Dodge & Cox 0 | — | — | — | $4K | 1.0% | |
| BNY Mellon Bond Market Index I BNY Mellon 0 28 Neuberger Berman Intrinsic Value R6 Neuberger 0 | — | — | — | $3K | 0.9% | |
| Harbor Capital Appreciation Ret Harbor 0 | — | — | — | $3K | 0.7% | |
| iShares Russell Mid-Cap Index K iShares 0 529 Touchstone Mid Cap Growth Fund R6 Touchstone 0 | — | — | — | $2K | 0.4% | |
| Principal Real Estate Securities R6 Principal 0 18 Virtus Seix Floating Rate High Income R6 Virtus 0 | — | — | — | $2K | 0.4% | |
| American Funds Trgt Date Ret 2070 R6 American Funds 0 | — | — | — | $2K | 0.4% | |
| American Century Infl-Adj Bond R6 American Century 0 | — | — | — | $2K | 0.4% |
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