Original filing (PDF)20251014120059NAL0002708305001

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 (2024)
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

~78 bps in Sched C fees

Active participants

142

Accounts w/ balance

155

Plan assets (EOY)

$1.0M

Net assets (EOY)

$1.0M

How this plan invests

This plan

14 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

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

100

Total plan cost

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

47-4089981

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

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-14

Pension benefit codes

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)

2R · Participant-directed brokerage (SDBA)

2S · Automatic enrollment

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$8K	—

Investments

14 direct securities· $1.0M(100% of reported assets)

Other securities

$944K

13 holdings

Cash / Money Market

$60K

1 holding

					% of plan
Fidelity Management Trust Company Fidelity Freedom Index 2060 Fund Inst	Other securities	—	—	$242K	24.1%
Fidelity Management Trust Company Fidelity Freedom Index 2040 Fund Inst	Other securities	—	—	$141K	14.1%
Fidelity Management Trust Company Fidelity Emerging Markets 180 * Fidelity Management Trust Company Fidelity 500 Index Fund	Other securities	—	—	$96K	9.5%
Fidelity Management Trust Company Fidelity Freedom Index 2050 Fund Inst	Other securities	—	—	$88K	8.7%
Fidelity Management Trust Company Fidelity Freedom Index 2035 Fund Inst	Other securities	—	—	$85K	8.4%
Fidelity Management Trust Company Fidelity Freedom Index 2055 Fund Inst	Other securities	—	—	$72K	7.2%
Fidelity Management Trust Company Brown Advisory Sustainable Growth 566 * Fidelity Management Trust Company Fidelity Government Cash Reserves	Cash / Money Market	—	—	$60K	6.0%
Fidelity Management Trust Company Fidelity Freedom Index 2045 Fund Inst	Other securities	—	—	$57K	5.7%
Fidelity Management Trust Company Fidelity Freedom Index 2065 Fund Inst	Other securities	—	—	$49K	4.9%
Fidelity Management Trust Company Fidelity Freedom Index 2025 Fund Inst	Other securities	—	—	$43K	4.3%
Fidelity Management Trust Company T. Rowe Price Global Tech Fund	Other securities	—	—	$35K	3.5%
Fidelity Management Trust Company Fidelity Freedom Index 2030 Fund Inst	Other securities	—	—	$17K	1.7%
Fidelity Management Trust Company Fidelity Small Cap Index Fund	Other securities	—	—	$10K	1.0%
Fidelity Management Trust Company Fidelity Mid Cap Index Fund	Other securities	—	—	$9K	0.9%