Oasis Senior Advisors DC Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Oasis Senior Advisors
  • Sponsor EIN: 831818627
  • Sponsor Address: 15 GLEN DRIVE, YARDLEY, PA, 19067
  • Plan Type: DC
  • Total Participants: 2
  • Total Assets: $95,495

Key Plan Design Features

  • Auto-Enrollment: No
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: Yes
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: No

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20242$95,495$0$0
20232$123,192$0$0
20222$85,756$0$0

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