How big is Oceanside Capital Advisors' plan?

Oceanside Capital Advisors' plan reported $851K in assets and 4 participants for 2025.

Original filing (PDF)20260406220106NAL0010702978050

Oceanside Capital Advisors

Name: Oceanside Capital Advisors — Oceanside Capital, Form 5500 (2025)
Creator: Oceanside Capital Advisors
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Oceanside Capital Advisors 401(k) Plan

401(k) retirement plan · Oceanside Capital Advisors' Oceanside Capital Advisors 401(k) Plan held $851K in plan assets for 4 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$851K

Net assets (EOY)

$851K

People on this filing

Elantha Barry signed Oceanside Capital Advisors' 2025 Form 5500 as plan administrator.

Elantha Barry — 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 Capital Advisors' EIN is 81-4267868.

EIN 81-4267868

Plan number 001

Plan year 2025

ACK ID 20260406220106NAL0010702978050

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Oceanside Capital Advisors from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Oceanside Capital Advisors' 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 CAPITAL ADVISORS.

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (91st percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (90th percentile).

Plan sponsor

Name

OCEANSIDE CAPITAL ADVISORS

EIN

all filings

Address

1601 19TH STREET · SUITE 1150 · DENVER, CO · 80202

Phone

(720) 784-3834

Industry

Finance & Insurance

Plan administrator