How big is Occams Group LLC's plan?

Occams Group LLC's plan reported $35K in assets and 8 participants for 2024.

Original filing (PDF)20250717182902NAL0000404531001

Occams Group LLC

Name: Occams Group LLC — Form 5500 (2024)
Creator: Occams Group LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Occams Group LLC

401(k) retirement plan · Occams Group LLC held $35K in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$35K

Net assets (EOY)

$35K

People on this filing

Shirley Horner signed Occams Group LLC's 2024 Form 5500 as plan administrator.

Shirley Horner — 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

Occams Group LLC's EIN is 83-2700820.

EIN 83-2700820

Plan number 001

Plan year 2024

ACK ID 20250717182902NAL0000404531001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Occams Group LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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

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Plan health score

Above-average plan

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

Knocking points off