· 2022–2024 · DOL EFAST2

The Oasis Institute — The Oasis Institute 403(b), Form 5500 (2025)

Original filing (PDF)20260608121025NAL0003658848001

The Oasis Institute

Form 5500-SF

FILING_RECEIVED

The Oasis Institute 403(b) Retirement Plan

403(b) retirement plan · The Oasis Institute's The Oasis Institute 403(b) Retirement Plan held $47K in plan assets for 41 participants in 2025.

Active participants

41

Accounts w/ balance

2

Plan assets (EOY)

$47K

Net assets (EOY)

$47K

Plan health score

Above-average plan

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

42

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (3rd percentile).

Helping the score

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

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THE OASIS INSTITUTE.

Plan sponsor

Name

THE OASIS INSTITUTE

EIN

43-1830354all filings

Address

500 NORTHWEST PLAZA DRIVE · SUITE425 · SAINT ANN, MO · 63074

Phone

(314) 862-2933

Industry

Other Services (ex. Public Admin)

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-06-08

Pension benefit codes

2A · Age/service weighted or new comparability

2S · Automatic enrollment

2M · 403(b)(7) custodial accounts

3D · Pre-approved plan (master / prototype / VS)

2G · Total participant-directed accounts

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

3F · Sponsor used leased employees

Service providers (Schedule C)

Small plans don't disclose service providers

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