Back to filter
Original filing (PDF)20250618124227NAL0001402803001
OURCALLING, INC.
Form 5500-SF
FILING_RECEIVED
OURCALLING 403(B) RETIREMENT PLAN
403(b) retirement plan
Active participants
61
Accounts w/ balance
70
Plan assets (EOY)
$1.3M
Net assets (EOY)
$1.3M
Plan health score (directional)
89
/ 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
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for OURCALLING, INC..
Plan sponsor
Name
OURCALLING, INC.
EIN
26-4430860
Address
1702 S CESAR CHAVEZ BLVD · DALLAS, TX · 75215
Phone
(214) 444-8796
Industry
Other Services (ex. Public Admin)see 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
2025-06-18
Pension benefit codes
2M · 403(b)(7) custodial accounts
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Other Services (ex. Public Admin) plans
THORNGATE COUNTRY CLUB DBA IVANHOE CLUB
THORNGATE COUNTRY CLUB (D/B/A IVANHOE CLUB) 401(K) PLAN AND TRUST
$1.3M · 44 participants
AMERICAN SOCIOLOGICAL ASSOCIATION
TIAA-CREF SUPPLEMENTARY RETIREMENT ANNUITY FOR ADMINISTRATORS AND STAFF OF THE AMERICAN SOCIOLOGICAL ASSOCIATION
$1.3M · 8 participants
RESTORATION OF AMERICA
RESTORATION OF AMERICA 401(K) PLAN
$1.3M · 52 participants
ROCKY MOUNTAIN MUTUAL HOUSING
SAFE-HARBOR 403(B) THRIFT PLAN FOR EMPLOYEES OF ROCKY MOUNTAIN MUTUAL HOUSING ASSOCIATION, INC.
$1.3M · 74 participants
FIRST MOUNT ZION BAPTIST CHURCH
FIRST MOUNT ZION BAPTIST CHURCH 401(K) PLAN
$1.3M · 18 participants
RARITAN HEADWATERS ASSOCIATION
RARITAN HEADWATERS ASSOCIATION 403(B) PLAN
$1.3M · 15 participants
Large plans in Texas
AT&T INC.
AT&T RETIREMENT SAVINGS PLAN
$43.1B · 102,760 participants
AT&T INC.
AT&T SAVINGS PLAN MASTER TRUST
$42.6B
AT&T INC.
SBC MASTER PENSION TRUST
$30.6B
AT&T INC.
AT&T PENSION BENEFIT PLAN
$28.3B · 93,065 participants
AMERICAN AIRLINES, INC. - RETIREMENT
MASTER TRUST FOR DC PLANS OF AMERICAN AIRLINES, INC. AND AFFILIATES
$27.7B
SAMMONS ENTERPRISES, INC.
SAMMONS ENTERPRISES, INC. EMPLOYEE STOCK OWNERSHIP PLAN
$23.9B · 3,454 participants