How big is Octagon Synergistic Group Inc.'s plan?

Octagon Synergistic Group Inc.'s plan reported $2.1M in assets and 9 participants for 2024.

Original filing (PDF)20250716104904NAL0003032353001

Octagon Synergistic Group Inc.

Name: Octagon Synergistic Group Inc. — Octagon Synergistic, Form 5500 (2024)
Creator: Octagon Synergistic Group Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Octagon Synergistic Group Inc. 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Octagon Synergistic Group Inc.'s Octagon Synergistic Group Inc. 401(k) Profit Sharing Plan & Trust held $2.1M in plan assets for 9 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.1M

Net assets (EOY)

$2.1M

People on this filing

Mitchel Kramer signed Octagon Synergistic Group Inc.'s 2024 Form 5500 as plan administrator.

Mitchel Kramer — 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

Octagon Synergistic Group Inc.'s EIN is 27-1225696.

EIN 27-1225696

Plan number 001

Plan year 2024

ACK ID 20250716104904NAL0003032353001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Octagon Synergistic Group Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Octagon Synergistic Group Inc.'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 OCTAGON SYNERGISTIC GROUP INC.

Finding similar companies…

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

Knocking points off