Original filing (PDF)20250702142917NAL0033206066001

OC INVESTMENT MANAGEMENT

Name: OC INVESTMENT MANAGEMENT — OC INVESTMENT MANAGEMENT LP 401(K) PLAN, Form 5500 (2024)
Creator: OC INVESTMENT MANAGEMENT

Form 5500-SF

FILING_RECEIVED

OC INVESTMENT MANAGEMENT LP 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$40K

Net assets (EOY)

$40K

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

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

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

Plan sponsor

Name

OC INVESTMENT MANAGEMENT

EIN

86-3795307all filings

Address

3350 VIRGINIA ST. SUITE 540 · COCONUT GROVE, FL · 33133

Phone

(786) 530-3775

Industry

Finance & Insurancesee 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

2025-07-02

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

BONANNO INVESTMENT ENTERPRISES

BONANNO INVESTMENT ENTERPRISES 401(K)

$40K · 87 participants

ZACKERY BERTRAND - FINANCIAL PLANNER

ZACKERY BERTRAND 401(K) PLAN

$40K · 2 participants

525 MERIDIAN, LLC

525 MERIDIAN, LLC 401(K) PLAN

$40K · 2 participants

CAMERON M KOSSEN FINANCIAL ADVISOR

CAMERON M KOSSEN FINANCIAL ADVISOR 401(K) PLAN

$40K · 2 participants

THOMAS ACQUISITION LLC

THOMAS ACQUISITION LLC 401K

$40K · 12 participants

Researching more plans? Run a Form 5500 search by company name, EIN, or plan name.