How big is Oceanside Advisors, LLC's plan?

Oceanside Advisors, LLC's plan reported $464K in assets and 5 participants for 2024.

Original filing (PDF)20251009160930NAL0003746995001

Oceanside Advisors, LLC

Name: Oceanside Advisors, LLC — Oceanside Advisors, LLC, Form 5500 (2024)
Creator: Oceanside Advisors, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Oceanside Advisors, LLC 401(k) Plan

401(k) retirement plan · Oceanside Advisors, LLC's Oceanside Advisors, LLC 401(k) Plan held $464K in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$464K

Net assets (EOY)

$464K

People on this filing

Richard Tatum signed Oceanside Advisors, 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

Oceanside Advisors, LLC's EIN is 46-1098476.

EIN 46-1098476

Plan number 001

Plan year 2024

ACK ID 20251009160930NAL0003746995001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for OCEANSIDE ADVISORS, LLC.

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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