How big is Occam Solutions, Inc.'s plan?

Occam Solutions, Inc.'s plan reported $2.7M in assets and 47 participants for 2024.

Original filing (PDF)20251007082403NAL0004493537001

Occam Solutions, Inc.

Name: Occam Solutions, Inc. — Occam Solutions 401(k) Plan, Form 5500 (2024)
Creator: Occam Solutions, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Occam Solutions 401(k) Plan

401(k) retirement plan · Occam Solutions, Inc.'s Occam Solutions 401(k) Plan held $2.7M in plan assets for 47 participants in 2024.

Active participants

Accounts w/ balance

102

Plan assets (EOY)

$2.7M

Net assets (EOY)

$2.7M

Plan identifiers

Occam Solutions, Inc.'s EIN is 54-2028948.

EIN 54-2028948

Plan number 001

Plan year 2024

ACK ID 20251007082403NAL0004493537001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

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 (95th percentile).

Plan sponsor

Name

OCCAM SOLUTIONS, INC.

EIN

all filings

Address

13221 WOODLAND PARK RD, STE 300 · HERNDON, VA · 20171

Phone

(703) 750-2338

Industry

All Other Professional Services· Professional & Technical Services

Plan administrator