How big is OC Wealth Management's plan?

OC Wealth Management's plan reported $121K in assets and 1 participants for 2024.

Original filing (PDF)20250611160519NAL0015926401001

OC Wealth Management

Name: OC Wealth Management — OC Wealth Management - 401(k), Form 5500 (2024)
Creator: OC Wealth Management
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

OC Wealth Management - 401(k)

401(k) retirement plan · OC Wealth Management's OC Wealth Management - 401(k) held $121K in plan assets for 1 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$121K

Net assets (EOY)

$121K

People on this filing

KARA Marquez signed OC Wealth Management's 2024 Form 5500 as plan administrator.

KARA Marquez — 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 Wealth Management's EIN is 83-0610613.

EIN 83-0610613

Plan number 001

Plan year 2024

ACK ID 20250611160519NAL0015926401001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

OC Wealth Management's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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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