How big is One Capital Management, LLC's plan?

One Capital Management, LLC's plan reported $7.7M in assets and 77 participants for 2024.

Original filing (PDF)20250726134052NAL0017426082001

One Capital Management, LLC

Name: One Capital Management, LLC — OCM Capital Partners, Form 5500 (2024)
Creator: One Capital Management, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

OCM Capital Partners, LLC Retirement Savings Plan

401(k) retirement plan · One Capital Management, LLC's OCM Capital Partners, LLC Retirement Savings Plan held $7.7M in plan assets for 77 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$7.7M

Net assets (EOY)

$7.7M

People on this filing

Kevin Boercker signed One Capital Management, LLC's 2024 Form 5500 as plan administrator.

Kevin Boercker — 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

One Capital Management, LLC's EIN is 95-4873328.

EIN 95-4873328

Plan number 001

Plan year 2024

ACK ID 20250726134052NAL0017426082001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for One Capital Management, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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