Original filing (PDF)20250417220745NAL0002897328047

OCCAMS ADVISORY, INC.

Name: OCCAMS ADVISORY, INC. — OCCAMS ADVISORY, INC. 401(K) PLAN, Form 5500 (2024)
Creator: OCCAMS ADVISORY, INC.

Form 5500-SF

FILING_RECEIVED

OCCAMS ADVISORY, INC. 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$260K

Net assets (EOY)

$260K

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 (91st percentile).

Decision-maker contacts

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

Plan sponsor

Name

OCCAMS ADVISORY, INC.

EIN

45-4651323all filings

Address

2170 MAIN ST STE 203 · SARASOTA, FL · 34237

Phone

(212) 531-1111

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