How big is October Research, LLC's plan?

October Research, LLC's plan reported $713K in assets and 12 participants for 2024.

Original filing (PDF)20250627092356NAL0013598016001

October Research, LLC

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

Form 5500-SF

FILING_RECEIVED

October Research, LLC 401(k) Plan

401(k) retirement plan · October Research, LLC's October Research, LLC 401(k) Plan held $713K in plan assets for 12 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$713K

Net assets (EOY)

$713K

People on this filing

Erica Seidensticker signed October Research, LLC's 2024 Form 5500 as plan administrator.

Erica Seidensticker — 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

October Research, LLC's EIN is 27-4603967.

EIN 27-4603967

Plan number 001

Plan year 2024

ACK ID 20250627092356NAL0013598016001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

October Research, LLC'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 OCTOBER RESEARCH, 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