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Original filing (PDF)20251015123701NAL0004553985001
OCTOPI BREWING LLC
Form 5500
FILING_RECEIVED
OCTOPI BREWING 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
202
Accounts w/ balance
258
Plan assets (EOY)
$3.1M
Net assets (EOY)
$3.1M
How this plan invests
This plan
26 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (5 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for OCTOPI BREWING LLC.
Plan sponsor
Name
OCTOPI BREWING LLC
EIN
46-4662427
Address
1131 UNIEK DRIVE · WAUNAKEE, WI · 53597
Phone
(608) 620-4705
Industry
Manufacturingsee all
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
2025-10-15
Pension benefit codes
2S · Automatic enrollment
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $2K | — |
Investments
26 direct securities· $3.1M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2055 Fund Vanguard 0 | — | — | — | $608K | 19.5% | |
| Vanguard Target Retirement 2060 Fund Vanguard 0 | — | — | — | $434K | 13.9% | |
| Vanguard Target Retirement 2045 Fund Vanguard 0 | — | — | — | $322K | 10.3% | |
| Vanguard Target Retirement 2050 Fund Vanguard 0 | — | — | — | $317K | 10.2% | |
| Vanguard Target Retirement 2040 Fund Vanguard 0 | — | — | — | $188K | 6.0% | |
| Vanguard Information Tech Index ETF Vanguard 0 | — | — | — | $159K | 5.1% | |
| Vanguard Total Stock Market Index Adm Vanguard 0 | — | — | — | $141K | 4.5% | |
| Vanguard S&P 500 Growth ETF Vanguard 0 | — | — | — | $134K | 4.3% | |
| Vanguard Growth Index Adm Vanguard 0 | — | — | — | $107K | 3.4% | |
| Vanguard Target Retirement 2065 Fund Vanguard 0 | — | — | — | $100K | 3.2% | |
| Vanguard Federal Money Market Inv Vanguard 0 755 Vanguard Balanced Index Adm Vanguard 0 | — | — | — | $89K | 2.8% | |
| Vanguard Target Retirement 2035 Fund Vanguard 0 | — | — | — | $86K | 2.8% | |
| Vanguard Dividend Apprec Index Adm Vanguard 0 | — | — | — | $77K | 2.5% | |
| Vanguard Small-Cap Growth Index Adm Vanguard 0 | — | — | — | $74K | 2.4% | |
| Vanguard Total Intl Stock Index Adm Vanguard 0 | — | — | — | $61K | 1.9% | |
| Vanguard 500 Index Adm Vanguard 0 | — | — | — | $48K | 1.5% | |
| Vanguard Target Retirement 2025 Fund Vanguard 0 | — | — | — | $40K | 1.3% | |
| Vanguard Target Retirement 2030 Fund Vanguard 0 | — | — | — | $26K | 0.8% | |
| Vanguard Small-Cap Index Adm Vanguard 0 | — | — | — | $25K | 0.8% | |
| Vanguard Small-Cap Value Index Adm Vanguard 0 | — | — | — | $19K | 0.6% | |
| Vanguard Extended Market Index Adm Vanguard 0 | — | — | — | $18K | 0.6% | |
| Vanguard Total Bond Market Index Adm Vanguard 0 | — | — | — | $13K | 0.4% | |
| Vanguard Total Intl Bond Index Adm Vanguard 0 738 Vanguard Value Index Adm Vanguard 0 | — | — | — | $9K | 0.3% | |
| Vanguard Emerging Mkts Stock Idx Adm Vanguard 0 | — | — | — | $5K | 0.2% | |
| Vanguard Developed Mkts Index Adm Vanguard 0 | — | — | — | $5K | 0.2% | |
| Vanguard Target Retirement 2070 Fund Vanguard 0 | — | — | — | $4K | 0.1% |
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