How big is OCCU-TEC, Inc.'s plan?

OCCU-TEC, Inc.'s plan reported $1.4M in assets and 26 participants for 2024.

Original filing (PDF)20250930152811NAL0011859569001

OCCU-TEC, Inc.

Name: OCCU-TEC, Inc. — OCCU-TEC, Inc. 401(k) Profit, Form 5500 (2024)
Creator: OCCU-TEC, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

OCCU-TEC, Inc. 401(k) Profit Sharing Plan

401(k) retirement plan · OCCU-TEC, Inc.'s OCCU-TEC, Inc. 401(k) Profit Sharing Plan held $1.4M in plan assets for 26 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

People on this filing

Skuli Gudmundsson signed OCCU-TEC, Inc.'s 2024 Form 5500 as plan administrator.

Skuli Gudmundsson — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

OCCU-TEC, Inc.'s EIN is 36-3249253.

EIN 36-3249253

Plan number 001

Plan year 2024

ACK ID 20250930152811NAL0011859569001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for OCCU-TEC, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

OCCU-TEC, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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Plan health score

Above-average plan

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

Knocking points off