OCM CAPITAL PARTNERS, LLC RETIREMENT SAVINGS PLAN

[ EIN: 95-4873328 | Plan No. 001 ]

OCM CAPITAL PARTNERS, LLC RETIREMENT SAVINGS PLAN is reported on Form 5500 as a 401(k) plan sponsored by ONE CAPITAL MANAGEMENT, LLC. For the 2024 plan year, the plan had 96 participants and total assets of $7,653,973.

Form 5500 filings provide transparency into participant counts, financial structure, and compliance reporting.

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Plan Sponsor: ONE CAPITAL MANAGEMENT, LLC

Location: 3075 TOWNSGATE ROAD, SUITE 350, WESTLAKE VILLAGE, CA 91361

EIN: 954873328

Plan Number: 001

Plan Year: 2024

Plan Size: Small Plan

Plan Entity Type: Defined Contribution

Plan Type: 401(k)

Participants: 96

Total Assets: $7,653,973

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