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Original filing (PDF)20251001124156NAL0031645698001
OCD TECH, LLC
Form 5500
FILING_RECEIVED
OCD TECH, LLC
401(k) retirement plan
Active participants
27
Accounts w/ balance
107
Plan assets (EOY)
$16.2M
Net assets (EOY)
$16.2M
How this plan invests
This plan
1 pooled trust
Schedule D
27 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for OCD TECH, LLC.
Plan sponsor
Name
OCD TECH, LLC
EIN
87-3935231
Address
25 BRAINTREE HILL OFFICE PARK, SUIT · BRAINTREE, MA · 02184
Phone
(617) 471-1120
Industry
CPA Offices· Professional & Technical Servicessee 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
2025-10-01
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
JOHNSON O'CONNOR FERON & CARUCCI LL
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $3K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MMA SECURITIES | 22-3570392 | — | ADVISOR | $32K | — |
Investments
26 direct securities · 1 pooled fund· $16.2M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$14.2M
26 holdings
Common Collective Trust
$2.0M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| JP Morgan Large Cap Growth Fund Class R4 Mutual fund n/a | — | — | — | $3.2M | 20.0% | |
| Fidelity 500 Index Fund Mutual fund n/a | — | — | — | $3.1M | 19.4% | |
| PIMCO STABLE INC II SEI TRUST COMPANY · EIN 45-4367155 / PN 036 | Common Collective Trust | — | — | $2.0M | 12.2% | |
| Fidelity Freedom Index 2030 Fund Institutional Premium Class Mutual fund n/a | — | — | — | $957K | 5.9% | |
| Fidelity Freedom Index 2055 Fund Institutional Premium Class Mutual fund n/a | — | — | — | $886K | 5.5% | |
| Fidelity Freedom Index 2060 Fund Institutional Premium Class Mutual fund n/a | — | — | — | $864K | 5.3% | |
| Janus Henderson Balanced Fund Class S Mutual fund n/a | — | — | — | $677K | 4.2% | |
| Fidelity Freedom Index 2050 Fund Institutional Premium Class Mutual fund n/a | — | — | — | $608K | 3.7% | |
| Carillon Eagle Mid Cap Growth I Mutual fund n/a | — | — | — | $421K | 2.6% | |
| Fidelity Freedom Index 2025 Fund Institutional Premium Class Mutual fund n/a | — | — | — | $407K | 2.5% | |
| Fidelity Small Cap Index Fund Mutual fund n/a | — | — | — | $397K | 2.5% | |
| Fidelity Freedom Index 2040 Fund Institutional Premium Class Mutual fund n/a | — | — | — | $365K | 2.3% | |
| John Hancock Funds Disciplined Value Mid Cap Fund Class I Mutual fund n/a | — | — | — | $289K | 1.8% | |
| Fidelity Freedom Index 2035 Fund Institutional Premium Class Mutual fund n/a | — | — | — | $279K | 1.7% | |
| BlackRock Equity Dividend Fund Institutional Shares Mutual fund n/a | — | — | — | $265K | 1.6% | |
| JP Morgan Equity Income Fund Class R5 Mutual fund n/a | — | — | — | $224K | 1.4% | |
| Pioneer Strategic Income Fund Class Y Mutual fund n/a | — | — | — | $222K | 1.4% | |
| MFS International Diversification Fund Class R4 Mutual fund n/a | — | — | — | $206K | 1.3% | |
| Fidelity Mid Cap Index Fund Mutual fund n/a | — | — | — | $186K | 1.1% | |
| Fidelity International Index Mutual fund n/a | — | — | — | $150K | 0.9% | |
| Fidelity Freedom Index 2045 Fund Institutional Premium Class Mutual fund n/a | — | — | — | $134K | 0.8% | |
| Pioneer Bond Fund Class Y Mutual fund n/a | — | — | — | $121K | 0.7% | |
| Fidelity Freedom Index 2065 Fund Institutional Premium Class Mutual fund n/a | — | — | — | $115K | 0.7% | |
| MassMutual Inflation protected and Income Fund Class I Mutual fund n/a | — | — | — | $30K | 0.2% | |
| Fidelity Freedom Index Income Investor Mutual fund n/a ** 679 * Fidelity Freedom Index 2015 Fund Institutional Premium Class Mutual fund n/a ** 1 * Participant Loans Participant loans varies 7.50% - 8.50% n/a -0- | — | — | — | $25K | 0.2% | |
| Fidelity Freedom Index 2010 Fund Institutional Premium Class Mutual fund n/a | — | — | — | $18K | 0.1% | |
| Fidelity Freedom Index 2020 Fund Institutional Premium Class Mutual fund n/a | — | — | — | $5K | <0.1% |
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