How big is Octavus Group, LLC's plan?

Octavus Group, LLC's plan reported $9.7M in assets and 41 participants for 2024.

Original filing (PDF)20251015110237NAL0002184099001

Octavus Group, LLC

Name: Octavus Group, LLC — Octavus Group, LLC 401(k) Plan, Form 5500 (2024)
Creator: Octavus Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Octavus Group, LLC 401(k) Plan

401(k) retirement plan · Octavus Group, LLC's Octavus Group, LLC 401(k) Plan held $9.7M in plan assets for 41 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$9.7M

Net assets (EOY)

$9.7M

People on this filing

Jennifer Anderson signed Octavus Group, LLC's 2024 Form 5500 as plan administrator.

Jennifer Anderson — 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

Octavus Group, LLC's EIN is 27-0024507.

EIN 27-0024507

Plan number 001

Plan year 2024

ACK ID 20251015110237NAL0002184099001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Octavus Group, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a self-directed brokerage window.

Decision-maker contacts

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