Oasis Wealth Inc
Scottsdale, AZ
Oasis Wealth Inc of Scottsdale, AZ is the broker of record on 3 Form 5500 Schedule A filings covering 2 employer benefit plans across 2 states, with $25,293 in reported broker commissions (plan year 2025).
Quick answer
Oasis Wealth Inc (Scottsdale, AZ) is the broker of record for 2 employer benefit plan sponsors on 3 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Oasis Wealth Inc have?
- Oasis Wealth Inc is named as broker on Form 5500 Schedule A filings for 2 distinct plan sponsors in 2 states.
- Who are Oasis Wealth Inc's largest employer clients?
- By plan participants, the largest include Perry Reid Properties, LLC (206 participants) and Seniorage (140 participants).
- How much does Oasis Wealth Inc earn in commissions?
- Insurers reported $25,293 in broker commissions paid to Oasis Wealth Inc for plan year 2025, per Schedule A Part 1.
- Where is Oasis Wealth Inc located?
- Oasis Wealth Inc is based in Scottsdale, AZ and has employer clients in 2 states.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Oasis Wealth Inc on a Form 5500 Schedule A, largest first. Sponsor name, state, participant count and plan year end come directly from the filing.
| Employer | State | Participants | Plan year end |
|---|---|---|---|
| Perry Reid Properties, LLC | NE | 206 | 2025-12-31 |
| Seniorage | MO | 140 | 2025-12-31 |
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Form 5500 Schedule A Part 1 (broker of record), 2024 to 2025 plan years. Source: U.S. Department of Labor EFAST2. Commission and fee figures are as reported by the plan's insurer on Schedule A Part 1 and are not adjusted.