Original filing (PDF)20240531134316NAL0014797249001

OASIS FINANCIAL HOLDINGS LLC

Name: OASIS FINANCIAL HOLDINGS LLC — OASIS FINANCIAL HOLDINGS LLC 401(K) PLAN, Form 5500 (2023)
Creator: OASIS FINANCIAL HOLDINGS LLC

Form 5500-SF

FILING_RECEIVED

OASIS FINANCIAL HOLDINGS LLC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$27K

Net assets (EOY)

$27K

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).

Decision-maker contacts

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

Plan sponsor

Name

OASIS FINANCIAL HOLDINGS LLC

EIN

84-3069835all filings

Address

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

Phone

(210) 664-0515

Industry