Assets by plan
Share of aggregate retirement assets
- PLAN AND TRUST (#001)$13.1M
Filings through .
2 plans aggregated / $29.6M assets / 365 participants
Share of aggregate retirement assets
Active + retired + deferred vested
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
ESOP
401(k)
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | OASYS, INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $16.5M | 157 | 2025 |
| #001 | OASYS, INC. 401(K) PROFIT SHARING PLAN AND TRUST | 401(k) | $13.1M | 208 | 2025 |