How big is Octex Holdings, LLC's plan?

Octex Holdings, LLC's plan reported $4.2M in assets and 55 participants for 2025.

Original filing (PDF)20260407110550NAL0011741392001

Octex Holdings, LLC

Name: Octex Holdings, LLC — Octex Holdings 401(k) Profit, Form 5500 (2025)
Creator: Octex Holdings, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Octex Holdings 401(k) Profit Sharing Plan

401(k) retirement plan · Octex Holdings, LLC's Octex Holdings 401(k) Profit Sharing Plan held $4.2M in plan assets for 55 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.2M

Net assets (EOY)

$4.2M

People on this filing

Wendi Newton signed Octex Holdings, LLC's 2025 Form 5500 as plan administrator.

Wendi Newton — 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

Octex Holdings, LLC's EIN is 27-0671931.

EIN 27-0671931

Plan number 001

Plan year 2025

ACK ID 20260407110550NAL0011741392001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Octex Holdings, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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