How big is OCT Consulting, LLC.'s plan?

OCT Consulting, LLC.'s plan reported $3.7M in assets and 146 participants for 2024.

Original filing (PDF)20251006094737NAL0008944610001

OCT Consulting, LLC.

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

Form 5500

FILING_RECEIVED

OCT Consulting, LLC. 401(k) Plan

401(k) retirement plan · OCT Consulting, LLC.'s OCT Consulting, LLC. 401(k) Plan held $3.7M in plan assets for 146 participants in 2024, with Vanguard as recordkeeper.

Active participants

146

Accounts w/ balance

197

Plan assets (EOY)

$3.7M

Net assets (EOY)

$3.7M

People on this filing

ATUL Kathuria signed OCT Consulting, LLC.'s 2024 Form 5500 as plan administrator.

ATUL Kathuria — 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

OCT Consulting, LLC.'s EIN is 46-1817426.

EIN 46-1817426

Plan number 001

Plan year 2024

ACK ID 20251006094737NAL0008944610001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for OCT CONSULTING, LLC..

Finding similar companies…

How this plan invests

This plan

37 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

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.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Plan sponsor

Name

OCT CONSULTING, LLC.

EIN

all filings

Address

1640 BORO P1, STE 551 · MCLEAN, VA · 22102

Phone

(703) 677-8413

Industry

Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-06

Pension benefit codes

2A · Age/service weighted or new comparability

2S · Automatic enrollment

2E · Profit-sharing

3D · Pre-approved plan (master / prototype / VS)

2G · Total participant-directed accounts

2J · 401(k) feature

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
THE VANGUARD GROUP, INC.	23-1945930	—	NONE	$20K	—

Investments

37 direct securities· $3.7M(100% of reported assets)

Mutual Funds

$2.6M

18 holdings

Common Collective Trusts

$1.1M

14 holdings

Participant loans

$34K

1 holding

Bonds / Notes

$32K

1 holding

Other securities

$5K

2 holdings

Pooled Separate Accounts

$3K

1 holding

					% of plan
Vanguard Target Retirement 2055 Fund Mutual Fund NR	Mutual Funds	—	—	$405K	10.8%
Vanguard Target Retirement 2035 Fund Mutual Fund NR	Mutual Funds	—	—	$354K	9.5%
Vanguard 500 Index Fund Mutual Fund NR	Common Collective Trusts	—	—	$345K	9.2%
Vanguard Dividend Appreciation Index Fund Mutual Fund NR	Common Collective Trusts	—	—	$280K	7.5%
Vanguard Target Retirement 2045 Fund Mutual Fund NR	Mutual Funds	—	—	$257K	6.9%
Vanguard Target Retirement 2040 Fund Mutual Fund NR	Mutual Funds	—	—	$253K	6.8%
Vanguard Target Retirement 2050 Fund Mutual Fund NR	Mutual Funds	—	—	$246K	6.6%
Vanguard Target Retirement 2030 Fund Mutual Fund NR	Mutual Funds	—	—	$215K	5.8%
Vanguard Emerging Mkts Stock Idx Adm Vanguard 0	Common Collective Trusts	—	—	$197K	5.3%
Vanguard Target Retirement 2020 Fund Mutual Fund NR	Mutual Funds	—	—	$195K	5.2%
Vanguard Target Retirement 2025 Fund Mutual Fund NR	Mutual Funds	—	—	$170K	4.5%
Vanguard Balanced Index Fund Mutual Fund NR	Common Collective Trusts	—	—	$133K	3.5%
Vanguard Strategic Equity Fund Mutual Fund NR	Mutual Funds	—	—	$102K	2.7%
Vanguard Target Retirement Income Fund Mutual Fund NR	Mutual Funds	—	—	$102K	2.7%
Vanguard Target Retirement 2060 Fund Mutual Fund NR	Mutual Funds	—	—	$95K	2.5%
Vanguard Health Care Fund Mutual Fund NR	Mutual Funds	—	—	$90K	2.4%
Vanguard Target Retirement 2065 Fund Mutual Fund NR	Mutual Funds	—	—	$40K	1.1%
Vanguard Mid-Cap Value Index Fund Mutual Fund NR	Common Collective Trusts	—	—	$38K	1.0%
Various Rates and Maturities Participant's Loan Account 0	Participant loans	—	—	$34K	0.9%
Various, bearing interest from * Participant loans 8.75% - 9.50% -	Bonds / Notes	—	—	$32K	0.8%
Vanguard Windsor Fund Mutual Fund NR	Mutual Funds	—	—	$28K	0.8%
Vanguard Total International Stock Index Fund Mutual Fund NR	Common Collective Trusts	—	—	$24K	0.6%
Vanguard Total Stock Market Index Fund Mutual Fund NR	Common Collective Trusts	—	—	$20K	0.5%
Vanguard Energy Fund Mutual Fund NR	Mutual Funds	—	—	$13K	0.3%
Vanguard Small Cap Value Index Fund Mutual Fund NR	Common Collective Trusts	—	—	$9K	0.2%
Vanguard Real Estate Index Fund Mutual Fund NR	Common Collective Trusts	—	—	$8K	0.2%
Vanguard Federal Money Market Fund Mutual Fund NR	Mutual Funds	—	—	$7K	0.2%
Vanguard Federal Money Market Inv Vanguard 0	Mutual Funds	—	—	$6K	0.2%
Vanguard International Explorer Fund Mutual Fund NR 98 Vanguard Small Cap Growth Index Fund Mutual Fund NR	Common Collective Trusts	—	—	$6K	0.2%
Vanguard Value Index Fund Mutual Fund NR	Common Collective Trusts	—	—	$6K	0.2%
Vanguard Target Retirement 2070 Fund Mutual Fund NR	Mutual Funds	—	—	$5K	0.1%
Vanguard Total Bond Market Index Fund Mutual Fund NR	Common Collective Trusts	—	—	$5K	0.1%
Vanguard High Dividend Yield Index Fund Mutual Fund NR	Common Collective Trusts	—	—	$5K	0.1%
Vanguard Total International Bond Index Fund Mutual Fund NR	Common Collective Trusts	—	—	$4K	0.1%
(1) X This form is filed for a CCT, PSA, or MTIA.	Pooled Separate Accounts	—	—	$3K	<0.1%
performed pursuant to both 29 CFR 2520.103-8 and 29 CFR 2520.103-12(d). Check box (3) if pursuant to neither.	Other securities	—	$3K	$3K	<0.1%
Yes No Amount a	Other securities	—	—	$3K	<0.1%