How big is Ocker Financial Services, LLC's plan?

Ocker Financial Services, LLC's plan reported $1.3M in assets and 6 participants for 2024.

Original filing (PDF)20251009222204NAL0011721760001

Ocker Financial Services, LLC

Name: Ocker Financial Services, LLC — Ocker Financial, Form 5500 (2024)
Creator: Ocker Financial Services, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Ocker Financial Services, LLC 401(k) Plan

401(k) retirement plan · Ocker Financial Services, LLC's Ocker Financial Services, LLC 401(k) Plan held $1.3M in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

Plan identifiers

Ocker Financial Services, LLC's EIN is 20-3546898.

EIN 20-3546898

Plan number 001

Plan year 2024

ACK ID 20251009222204NAL0011721760001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Ocker Financial Services, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Ocker Financial Services, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for OCKER FINANCIAL SERVICES, LLC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score