How big is JBJ Holdings, LLC DBA OCC Group's plan?

JBJ Holdings, LLC DBA OCC Group's plan reported $123K in assets and 6 participants for 2025.

Original filing (PDF)20260507084124NAL0002203795001

JBJ Holdings, LLC DBA OCC Group

Name: JBJ Holdings, LLC DBA OCC Group — OCC Group 401(k), Form 5500 (2025)
Creator: JBJ Holdings, LLC DBA OCC Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

OCC Group 401(k) Plan

401(k) retirement plan · JBJ Holdings, LLC DBA OCC Group's OCC Group 401(k) Plan held $123K in plan assets for 6 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$123K

Net assets (EOY)

$123K

Plan identifiers

JBJ Holdings, LLC DBA OCC Group's EIN is 45-3261663.

EIN 45-3261663

Plan number 001

Plan year 2025

ACK ID 20260507084124NAL0002203795001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for JBJ Holdings, LLC DBA OCC Group from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

JBJ Holdings, LLC DBA OCC Group'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 JBJ HOLDINGS, LLC DBA OCC 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