How big is Occam Health Services LLC's plan?

Occam Health Services LLC's plan reported $745K in assets and 133 participants for 2024.

Original filing (PDF)20250701095754NAL0018340656001

Occam Health Services LLC

Name: Occam Health Services LLC — Form 5500 (2024)
Creator: Occam Health Services LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

401(k) retirement plan · Occam Health Services LLC held $745K in plan assets for 133 participants in 2024.

Signals · 1

No auditor on file

Active participants

133

Accounts w/ balance

Plan assets (EOY)

$745K

Net assets (EOY)

$745K

People on this filing

Shirley Horner signed Occam Health Services LLC's 2024 Form 5500 as plan administrator.

Shirley Horner — 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

Occam Health Services LLC's EIN is 45-4556633.

EIN 45-4556633

Plan number 001

Plan year 2024

ACK ID 20250701095754NAL0018340656001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Occam Health Services LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Occam Health Services LLC'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 OCCAM HEALTH SERVICES LLC.

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Plan health score

Average plan with room to improve

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No independent qualified public accountant (IQPA) named.

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

OCCAM HEALTH SERVICES LLC

EIN

all filings

Address

45610 WOODLAND RD · STE 320 · STERLING, VA · 20166

Phone

(610) 213-4591

Industry

Admin Support & Waste Mgmt

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

2025-07-01

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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