How big is OCIO Design Group's plan?

OCIO Design Group's plan reported $408K in assets and 7 participants for 2025.

Original filing (PDF)20260406220128NAL0004589859018

OCIO Design Group

Name: OCIO Design Group — OCIO Design Group 401(k) Plan, Form 5500 (2025)
Creator: OCIO Design Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

OCIO Design Group 401(k) Plan

401(k) retirement plan · OCIO Design Group's OCIO Design Group 401(k) Plan held $408K in plan assets for 7 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$408K

Net assets (EOY)

$408K

Plan identifiers

OCIO Design Group's EIN is 32-0007687.

EIN 32-0007687

Plan number 002

Plan year 2025

ACK ID 20260406220128NAL0004589859018

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for OCIO Design Group from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

OCIO Design Group'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 OCIO DESIGN GROUP.

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (94th percentile).

Plan sponsor

Name

OCIO DESIGN GROUP

EIN

all filings

Address

1717 FIFTH AVE · SAN DIEGO, CA · 92101

Phone

(619) 232-0261

Industry

Professional & Technical Services

Plan administrator