How big is Oasis Financial Holdings LLC's plan?

Oasis Financial Holdings LLC's plan reported $27K in assets and 2 participants for 2023.

Original filing (PDF)20240531134316NAL0014797249001

Oasis Financial Holdings LLC

Name: Oasis Financial Holdings LLC — Oasis Financial, Form 5500 (2023)
Creator: Oasis Financial Holdings LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Oasis Financial Holdings LLC 401(k) Plan

401(k) retirement plan · Oasis Financial Holdings LLC's Oasis Financial Holdings LLC 401(k) Plan held $27K in plan assets for 2 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$27K

Net assets (EOY)

$27K

People on this filing

Kyle Martin signed Oasis Financial Holdings LLC's 2023 Form 5500 as plan administrator.

Kyle Martin — 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 Financial Holdings LLC's EIN is 84-3069835.

EIN 84-3069835

Plan number 001

Plan year 2023

ACK ID 20240531134316NAL0014797249001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Oasis Financial Holdings LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Oasis Financial Holdings 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 OASIS FINANCIAL HOLDINGS 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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Plan sponsor

Name

OASIS FINANCIAL HOLDINGS LLC

EIN

all filings

Address

4040 BROADWAY · STE 240 · SAN ANTONIO, TX · 78209

Phone

(210) 664-0515

Industry

Finance & Insurance

Plan administrator