Oasis 401(K) Plan — Form 5500 plan (Oasis Systems, LLC)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Oasis 401(K) Plan is a benefit plan reported by Oasis Systems, LLC under EIN 04-3382761 and plan number 001. The latest loaded filing year is 2023. The filing reports 3,228 participants and $334,032,269 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Oasis Systems, LLC
- EIN
- 04-3382761
- Plan number
- 001
- Plan type
- 2
- Location
- Burlington, MA
- Latest filing year
- 2023
- Participants
- 3,228
- End-of-year plan assets
- $334,032,269
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,228 | H, C | 20240911232024NAL0009256881001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $334,032,269
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $334,032,269
- Net assets (BOY)
- $295,519,132
Income & contributions
- Employer contributions
- $12,207,790
- Participant contributions
- $29,366,278
- Total contributions
- $49,742,842
- Total income / additions
- $101,356,120
Expenses & distributions
- Benefits paid
- $62,393,179
- Administrative expenses
- $472,285
- Total expenses
- $62,873,684
- Net increase / (decrease)
- $38,482,436
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $199,651 | $0 | 2023 |
| Smith Thornton Advisors, LLC | ADVISOR/INVESTMENT ADV | $148,864 | not reported in the loaded dataset | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $80,624 | not reported in the loaded dataset | 2023 |
| Kestra Investment Services LLC | ADVISOR | $20,145 | not reported in the loaded dataset | 2023 |
| Caron And Bletzer, Pllc | ACCOUNTANT/AUDITOR | $11,500 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Oasis Systems, LLC
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in Burlington, MA
- Fidelity Investments Institutional — Schedule C compensation
- Smith Thornton Advisors, LLC — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation
- Kestra Investment Services LLC — Schedule C compensation
- Caron And Bletzer, Pllc — Schedule C compensation