How big is Outcome Referrals, Inc.'s plan?

Outcome Referrals, Inc.'s plan reported $2.5M in assets and 13 participants for 2024.

Original filing (PDF)20250821175015NAL0004421457001

Outcome Referrals, Inc.

Name: Outcome Referrals, Inc. — Outcome Referrals, Inc., Form 5500 (2024)
Creator: Outcome Referrals, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Outcome Referrals, Inc. 401(k) Plan

401(k) retirement plan · Outcome Referrals, Inc.'s Outcome Referrals, Inc. 401(k) Plan held $2.5M in plan assets for 13 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.5M

Net assets (EOY)

$2.5M

Plan identifiers

Outcome Referrals, Inc.'s EIN is 45-5415048.

EIN 45-5415048

Plan number 001

Plan year 2024

ACK ID 20250821175015NAL0004421457001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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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

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 (89th percentile).

Plan sponsor

Name

OUTCOME REFERRALS, INC.

EIN

all filings

Address

1 SPEEN STREET, SUITE 130 · FRAMINGHAM, MA · 01701

Phone

(508) 834-7323

Industry

Health Care & Social Assistance

Plan administrator