How big is Oasis Wealth Advisors LLC's plan?

Oasis Wealth Advisors LLC's plan reported $38K in assets and 3 participants for 2024.

Original filing (PDF)20250627141520NAL0013898176001

Oasis Wealth Advisors LLC

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

Form 5500-SF

FILING_RECEIVED

Oasis Wealth Advisors LLC 401(k) Plan

401(k) retirement plan · Oasis Wealth Advisors LLC's Oasis Wealth Advisors LLC 401(k) Plan held $38K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$38K

Net assets (EOY)

$38K

People on this filing

ERIN PLY signed Oasis Wealth Advisors LLC's 2024 Form 5500 as plan administrator.

ERIN PLY — 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

Oasis Wealth Advisors LLC's EIN is 84-3054538.

EIN 84-3054538

Plan number 001

Plan year 2024

ACK ID 20250627141520NAL0013898176001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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