How big is Octagon Finance, LLC's plan?

Octagon Finance, LLC's plan reported $1.5M in assets and 6 participants for 2024.

Original filing (PDF)20250527090805NAL0003896147001

Octagon Finance, LLC

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

Form 5500-SF

FILING_RECEIVED

Octagon Finance, LLC 401(k)

401(k) retirement plan · Octagon Finance, LLC's Octagon Finance, LLC 401(k) held $1.5M in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

Plan identifiers

Octagon Finance, LLC's EIN is 45-4028739.

EIN 45-4028739

Plan number 001

Plan year 2024

ACK ID 20250527090805NAL0003896147001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Octagon Finance, 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 OCTAGON FINANCE, 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