How big is OCC MD AMC Platform Holdings, LLC's plan?

OCC MD AMC Platform Holdings, LLC's plan reported $6.7M in assets and 166 participants for 2024.

Original filing (PDF)20250909161521NAL0012697331001

OCC MD AMC Platform Holdings, LLC

Name: OCC MD AMC Platform Holdings, LLC — Occmd AMC, Form 5500 (2024)
Creator: OCC MD AMC Platform Holdings, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Occmd AMC Platform Holdings 401(k) Plan

401(k) retirement plan · OCC MD AMC Platform Holdings, LLC's Occmd AMC Platform Holdings 401(k) Plan held $6.7M in plan assets for 166 participants in 2024.

Signals · 1

No auditor on file

Active participants

166

Accounts w/ balance

132

Plan assets (EOY)

$6.7M

Net assets (EOY)

$6.7M

People on this filing

ADAM Stomp signed OCC MD AMC Platform Holdings, LLC's 2024 Form 5500 as plan administrator.

ADAM Stomp — 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

OCC MD AMC Platform Holdings, LLC's EIN is 99-1640156.

EIN 99-1640156

Plan number 001

Plan year 2024

ACK ID 20250909161521NAL0012697331001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for OCC MD AMC Platform Holdings, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

OCC MD AMC Platform Holdings, LLC'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 OCC MD AMC PLATFORM HOLDINGS, LLC.

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Plan health score

Average plan with room to improve

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No independent qualified public accountant (IQPA) named.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (17th percentile).

Helping the score