How big is OATC, Inc.'s plan?

OATC, Inc.'s plan reported $2.2M in assets and 3 participants for 2025.

Original filing (PDF)20260213100845NAL0001449105001

OATC, Inc.

Name: OATC, Inc. — OATC, Inc. 401(k) Profit Sharing Plan, Form 5500 (2025)
Creator: OATC, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

OATC, Inc. 401(k) Profit Sharing Plan and Trust

401(k) retirement plan · OATC, Inc.'s OATC, Inc. 401(k) Profit Sharing Plan and Trust held $2.2M in plan assets for 3 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.2M

Net assets (EOY)

$2.2M

People on this filing

Mary Dunham signed OATC, Inc.'s 2025 Form 5500 as plan administrator.

Mary Dunham — 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

OATC, Inc.'s EIN is 43-1968729.

EIN 43-1968729

Plan number 001

Plan year 2025

ACK ID 20260213100845NAL0001449105001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for OATC, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for OATC, INC..

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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

Knocking points off