How big is OC Strategic Advisors LLC's plan?

OC Strategic Advisors LLC's plan reported $53K in assets and 2 participants for 2024.

Original filing (PDF)20250707134933NAL0003275249001

OC Strategic Advisors LLC

Name: OC Strategic Advisors LLC — OC Strategic Advisors, Form 5500 (2024)
Creator: OC Strategic Advisors LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

OC Strategic Advisors Retirement Plan

Defined-contribution retirement plan · OC Strategic Advisors LLC's OC Strategic Advisors Retirement Plan held $53K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$53K

Net assets (EOY)

$53K

People on this filing

Oriol Campos signed OC Strategic Advisors LLC's 2024 Form 5500 as plan administrator.

Oriol Campos — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

OC Strategic Advisors LLC's EIN is 66-0869889.

EIN 66-0869889

Plan number 001

Plan year 2024

ACK ID 20250707134933NAL0003275249001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for OC Strategic Advisors LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

OC Strategic Advisors LLC's plan includes profit-sharing.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for OC STRATEGIC ADVISORS LLC.

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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