Original filing (PDF)20241015170817NAL0016940051001

THE OCD AND ANXIETY TREATMENT CENTER, INC.

Name: THE OCD AND ANXIETY TREATMENT CENTER, INC. — THE OCD AND ANXIETY TREATMENT CENTER 401(K), Form 5500 (2023)
Creator: THE OCD AND ANXIETY TREATMENT CENTER, INC.

Form 5500

FILING_RECEIVED

THE OCD AND ANXIETY TREATMENT CENTER 401(K)

401(k) retirement plan

Signals · 1

~118 bps in Sched C fees

Active participants

112

Accounts w/ balance

155

Plan assets (EOY)

$853K

Net assets (EOY)

$853K

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

100

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE OCD AND ANXIETY TREATMENT CENTER, INC..

Plan sponsor

Name

THE OCD AND ANXIETY TREATMENT CENTER, INC.

EIN

47-4089881

Address

1459 N. MAIN STREET · BOUNTIFUL, UT · 84010

Phone

(801) 298-2000

Industry

Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-10-15

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
CAPITAL GROUP	82-4555287	—	RECORDKEEPER	$5K	—

TPA / Administrator

Name	EIN	Location	Relation	Direct comp	Indirect comp
COOK MARTIN POULSON, PC	—	LOGAN, UT	TPA	$3K	—

Other

Name	EIN	Location	Relation	Direct comp	Indirect comp

Investments

The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.

See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.