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Original filing (PDF)20251015093135NAL0008535426001
OASIS OUTSOURCING HOLDINGS, INC. AND ITS AFFILIATES
Form 5500
FILING_RECEIVED
OASIS RETIREMENT SAVINGS PLAN
401(k) retirement plan
Signals · 2
No recordkeeper disclosed6 service providers
Active participants
84,093
Accounts w/ balance
67,765
Plan assets (EOY)
$2.1B
Net assets (EOY)
$2.1B
How this plan invests
This plan
2 pooled trusts
Schedule D
34 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
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
100
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 42 bps in Schedule C fees — 733% above peer band of 5 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for OASIS OUTSOURCING HOLDINGS, INC. AND ITS AFFILIATES.
Plan sponsor
Name
OASIS OUTSOURCING HOLDINGS, INC. AND ITS AFFILIATES
EIN
65-0731524
Address
2054 VISTA PARKWAY · WEST PALM BEACH, FL · 33411
Phone
(888) 627-4735
Industry
Admin Support & Waste Mgmtsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
333
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
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)
2V · PEO multiple-employer plan
Audit & trust (Schedule H)
Auditor
CBIZ CPAS P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
6 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BKS FINANCIAL INVESTMENTS, LLC | — | — | INV ADVISORY | $82K | — |
TPA / Administrator
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SLAVIC INTEGRATED ADMINISTRATION | 65-0608221 | — | TPA | $7.4M | — |
| OASIS OUTSOURCING HOLDINGS, INC | 65-0731524 | — | PLAN ADMINISTRATOR | $531K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CBIZ CPAS P.C. | 43-1947695 | — | AUDITOR | $80K | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SLAVIC MUTUAL FUND MANAGEMENT CORP | 59-2749576 | — | INVESTMENT MGMT | $639K | — |
| REGIONS | — | BIRMINGHAM, AL | SERVICE PROVIER | $101K | — |
Investments
32 direct securities · 2 pooled funds· $2.1B(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$2.1B
32 holdings
Common Collective Trust
$40.5M
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Mutual Fund (1) | — | — | — | $383.5M | 18.0% | |
| Vanguard Target Retirement 2030 Mutual Fund | — | — | — | $196.1M | 9.2% | |
| Vanguard Target Retirement 2040 Mutual Fund | — | — | — | $174.2M | 8.2% | |
| Vanguard Target Retirement 2035 Mutual Fund | — | — | — | $140.1M | 6.6% | |
| Vanguard Target Retirement 2050 Mutual Fund | — | — | — | $137.6M | 6.5% | |
| MFS Growth Fund R6 Mutual Fund | — | — | — | $125.2M | 5.9% | |
| Vanguard Target Retirement 2045 Mutual Fund | — | — | — | $110.2M | 5.2% | |
| Vanguard Target Retirement 2025 Mutual Fund | — | — | — | $101.2M | 4.8% | |
| Vanguard Total Bond Market Index Instl Mutual Fund | — | — | — | $73.2M | 3.4% | |
| Vanguard Target Retirement 2055 Mutual Fund | — | — | — | $69.4M | 3.3% | |
| Vanguard Target Retirement 2020 Mutual Fund | — | — | — | $69.1M | 3.2% | |
| Vanguard Developed Markets Index Instl Mutual Fund | — | — | — | $57.1M | 2.7% | |
| Vanguard Mid Cap Index Instl Mutual Fund | — | — | — | $50.8M | 2.4% | |
| Vanguard Target Retirement 2060 Mutual Fund | — | — | — | $50.0M | 2.4% | |
| Vanguard Small Cap Index Inst Mutual Fund | — | — | — | $42.1M | 2.0% | |
| RELIANCE TRUST STABLE VALUE EMPLOYE RELIANCE TRUST COMPANY · EIN 46-6350416 / PN 001 | Common Collective Trust | — | — | $39.7M | 1.9% | |
| MFS Value Fund Class R6 Mutual Fund | — | — | — | $31.2M | 1.5% | |
| T. Rowe Price Diversified Mid Cap Growth Mutual Fund | — | — | — | $31.1M | 1.5% | |
| per annum with maturities through December 2038. - | — | — | — | $31.0M | 1.5% | |
| Vanguard Target Retirement Income Mutual Fund | — | — | — | $27.5M | 1.3% | |
| Dodge & Cox Income Mutual Fund | — | — | — | $22.4M | 1.1% | |
| Vanguard Explorer Adm Mutual Fund | — | — | — | $20.7M | 1.0% | |
| JPMorgan Mid Cap Value Fund Class R6 Mutual Fund | — | — | — | $19.9M | 0.9% | |
| Vanguard Target Retirement 2065 Inv Mutual Fund | — | — | — | $17.2M | 0.8% | |
| Fidelity Emerging Markets Index Mutual Fund | — | — | — | $16.4M | 0.8% | |
| Vanguard Short-Term Bond Index Admiral Mutual Fund | — | — | — | $14.9M | 0.7% | |
| American Small Cap World Fund CL R6 Mutual Fund | — | — | — | $14.0M | 0.7% | |
| PGIM High Yield R6 Mutual Fund | — | — | — | $12.9M | 0.6% | |
| American Funds EuroPacifc R6 Mutual Fund | — | — | — | $12.6M | 0.6% | |
| Vanguard REIT Index Inst Mutual Fund | — | — | — | $12.1M | 0.6% | |
| Delaware Small Cap Value R6 Mutual Fund | — | — | — | $11.7M | 0.5% | |
| Vanguard Target Retirement 2070 Mutual Fund | — | — | — | $3.4M | 0.2% | |
| GALLIARD STABLE RETURN FUND C ALLSPRING COLLECTIVE INVESTMENT TRUST · EIN 52-2250946 / PN 001 | Common Collective Trust | — | — | $774K | <0.1% | |
| American Funds New World R6 Mutual Fund | — | — | — | $611K | <0.1% |