· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
OASIS DISCOVERY PARTNERS — OASIS DISCOVERY 401K, Form 5500 (2023) | Form 5500 Search
Back to filter
Original filing (PDF)
20240723050949NAL0006351283001
OASIS DISCOVERY PARTNERS
Form 5500-SF
FILING_RECEIVED
OASIS DISCOVERY 401K
401(k) retirement plan
Active participants
38
Accounts w/ balance
35
Plan assets (EOY)
$3.0M
Net assets (EOY)
$3.0M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
OASIS DISCOVERY PARTNERS
.
Find decision makers
Plan sponsor
Name
OASIS DISCOVERY PARTNERS
EIN
46-0897578
Address
11333 NORTH SCOTTSDALE ROAD · SUITE 294 · SCOTTSDALE, AZ · 85254
Phone
(518) 366-1321
Industry
Data Processing, Hosting
· Information / Tech / Media
see 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
2024-07-23
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Data Processing, Hosting plans
KNOWMADICS, INC
KNOWMADICS 401K PLAN
$3.0M · 50 participants
RELEVANT HEALTHCARE INC.
RELEVANT HEALTHCARE 401(K) PLAN
$3.0M · 16 participants
MQ PRIME, LLC
MQ PRIME 401(K) PLAN
$3.0M · 22 participants
FINET, INC.
FINET, INC 401(K) PROFIT SHARING PLAN
$3.0M · 16 participants
DIZZION, INC.
DIZZION 401K
$3.0M · 63 participants
DATAMONKEY, INC. D/B/A PATIENTIQ
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
DATAMONKEY, INC. D/B/A PATIENTIQ 401(K) PLAN
$3.0M · 78 participants
Large plans in Arizona
BECHTEL GLOBAL CORPORATION
BECHTEL TRUST & THRIFT PLAN
$6.1B · 8,546 participants
BECHTEL GLOBAL CORPORATION
MASTER TRUST FOR CERTAIN TAX-QUALIFIED BECHTEL RETIREMENT PLANS
$6.0B
BANNER HEALTH
BANNER HEALTH EMPLOYEES 401(K) PLAN
$4.9B · 56,849 participants
TEAMSTERS WESTERN REGION AND NEW JERSEY HEALTH CARE FUND
TEAMSTERS WESTERN REGION AND NEW JERSEY HEALTH CARE FUND RETIREE PLAN
$3.3B
PINNACLE WEST CAPITAL CORPORATION
PINNACLE WEST CAPITAL CORPORATION RETIREMENT PLAN
$3.1B · 6,307 participants
SALT RIVER VALLEY WATER USERS ASSOCIATION
SALT RIVER PROJECT EMPLOYEES' RETIREMENT PLAN
$2.9B · 5,246 participants
