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OCTAGON PROPERTY MANAGEMENT CO — OCTAGON PROPERTY MANAGEMENT CO 401(K) PROFIT SHARING PLAN AND TRUST, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250630142244NAL0027713234001
OCTAGON PROPERTY MANAGEMENT CO
Form 5500-SF
FILING_RECEIVED
OCTAGON PROPERTY MANAGEMENT CO 401(K) PROFIT SHARING PLAN AND TRUST
401(k) retirement plan
Active participants
9
Accounts w/ balance
9
Plan assets (EOY)
$1.4M
Net assets (EOY)
$1.4M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
OCTAGON PROPERTY MANAGEMENT CO
.
Find decision makers
Plan sponsor
Name
OCTAGON PROPERTY MANAGEMENT CO
EIN
04-3324138
Address
829 BEACON ST · BOSTON, MA · 022153311
Phone
(617) 236-5687
Industry
Real Estate
see 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
2025-06-30
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
2K · 401(m) arrangement
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
Service providers (Schedule C)
Small plans don't disclose service providers
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Helping the score
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