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Original filing (PDF)20250731180719NAL0007473296001
OCHIN, INC.
Form 5500
FILING_RECEIVED
THE OCHIN 401(K) PLAN
401(k) retirement plan
Signals · 1
1 failed disclosure
Active participants
1,227
Accounts w/ balance
1,306
Plan assets (EOY)
$90.3M
Net assets (EOY)
$90.3M
How this plan invests
This plan
2 pooled trusts
Schedule D
30 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
96
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
85
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- 1 Schedule C provider failed to disclose compensation.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for OCHIN, INC..
Plan sponsor
Name
OCHIN, INC.
EIN
20-0195556
Address
1881 SW NAITO PARKWAY · PORTLAND, OR · 972015195
Phone
(503) 943-2500
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-31
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BAKER TILLY US LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $47K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| USI ADVISORS INC | 06-1397347 | — | ADVISOR | $41K | — |
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $28K | — |
Failed / refused disclosures (Sched C Part 2)
| Provider | Nondisclosure info |
|---|---|
| — | — |
Investments
28 direct securities · 2 pooled funds· $90.3M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$88.8M
28 holdings
Common Collective Trust
$1.6M
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Freedom 2045 Registered Investment Companies | — | — | — | $14.1M | 15.6% | |
| Fidelity Freedom 2050 Registered Investment Companies | — | — | — | $11.6M | 12.9% | |
| Fidelity Freedom 2040 Registered Investment Companies | — | — | — | $10.3M | 11.4% | |
| Fidelity 500 Index Registered Investment Companies | — | — | — | $9.4M | 10.4% | |
| Fidelity Freedom 2035 Registered Investment Companies | — | — | — | $9.2M | 10.2% | |
| Fidelity Freedom 2055 Registered Investment Companies | — | — | — | $7.0M | 7.7% | |
| Fidelity Freedom 2030 Registered Investment Companies | — | — | — | $4.7M | 5.2% | |
| Fidelity Freedom 2025 Registered Investment Companies | — | — | — | $3.7M | 4.1% | |
| Fidelity Freedom 2060 Registered Investment Companies | — | — | — | $3.2M | 3.6% | |
| JPMorgan Large Cap Growth Registered Investment Companies | — | — | — | $2.8M | 3.1% | |
| maturing through November 2034 -0- | — | — | — | $2.5M | 2.7% | |
| Harbor Core Plus Registered Investment Companies | — | — | — | $1.9M | 2.1% | |
| INTL GROWTH II R1 GREAT GRAY TRUST COMPANY · EIN 38-4139842 / PN 619 | Common Collective Trust | — | — | $1.4M | 1.5% | |
| Standard Stable Asset Fund 2 Guaranteed Investment Contract | — | — | — | $1.3M | 1.4% | |
| Fidelity Mid Cap Index Registered Investment Companies | — | — | — | $1.3M | 1.4% | |
| DFA Intl Core Equity I Registered Investment Companies | — | — | — | $1.1M | 1.2% | |
| Vanguard Balanced Index Adm Registered Investment Companies | — | — | — | $869K | 1.0% | |
| Fidelity Small Cap Index Registered Investment Companies | — | — | — | $750K | 0.8% | |
| MFS Value R6 Registered Investment Companies | — | — | — | $642K | 0.7% | |
| AS Spl Mid Cap Value Registered Investment Companies | — | — | — | $628K | 0.7% | |
| Fidelity Freedom 2065 Registered Investment Companies | — | — | — | $398K | 0.4% | |
| Fidelity Freedom 2020 Registered Investment Companies | — | — | — | $348K | 0.4% | |
| JPMorgan Mid Cap Growth Registered Investment Companies | — | — | — | $267K | 0.3% | |
| Vanguard Explorer Adm Registered Investment Companies | — | — | — | $212K | 0.2% | |
| AC SMALL CAP VALUE GREAT GRAY TRUST COMPANY · EIN 38-4097325 / PN 488 | Common Collective Trust | — | — | $195K | 0.2% | |
| AB Small Cap Growth Registered Investment Companies | — | — | — | $185K | 0.2% | |
| Fidelity Freedom Income Registered Investment Companies | — | — | — | $165K | 0.2% | |
| J H GLB LIFE SCI N Registered Investment Companies | — | — | — | $141K | 0.2% | |
| Fidelity Freedom 2015 Registered Investment Companies | — | — | — | $35K | <0.1% | |
| Fidelity Government Money Market Registered Investment Companies | — | — | — | $9K | <0.1% |
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