Maria Aveledo signed Octane Lending, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Octane Lending, Inc.'s EIN is 46-4844834.
Download the official 2024 Form 5500 (PDF) for Octane Lending, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Octane Lending, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $16K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $9K | — |
| Provider | Nondisclosure info |
|---|---|
| — | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund " | Common Collective Trusts | — | — | $3.7M | 15.7% | |
| Fidelity Freedom Index 2055 Premier Class Fund " | Mutual Funds | — | — | $3.4M | 14.3% | |
| Fidelity Freedom Index 2050 Premier Class Fund " | Mutual Funds | — | — | $3.2M | 13.7% | |
| Fidelity Freedom Index 2060 Premier Class Fund " | Mutual Funds | — | — | $2.3M | 9.9% | |
| Fidelity Freedom Index 2035 Premier Class Fund " | Mutual Funds | — | — | $2.2M | 9.6% | |
| Fidelity Freedom Index 2045 Premier Class Fund " | Mutual Funds | — | — | $1.7M | 7.4% | |
| Fidelity Freedom Index 2040 Premier Class Fund " | Mutual Funds | — | — | $1.7M | 7.0% | |
| American Century Growth R6 Fund " | Other securities | — | — | $854K | 3.6% | |
| Fidelity Freedom Index 2030 Premier Class Fund " | Mutual Funds | — | — | $528K | 2.2% | |
| Fidelity Total International Index Fund " | Common Collective Trusts | — | — | $443K | 1.9% | |
| Fidelity Mid Cap Index Fund " | Common Collective Trusts | — | — | $428K | 1.8% | |
| Putnam Large Cap Value Trust Class IA " | Mutual Funds | — | — | $327K | 1.4% | |
| PUTN LG CP VAL TR IA PUTNAM FIDUCIARY TRUST COMPANY · EIN 82-3639536 / PN 275 | Common Collective Trust | — | — | $327K | 1.4% | |
| Fidelity Freedom Index 2065 Premier Class Fund " | Mutual Funds | — | — | $264K | 1.1% | |
| Calvert U.S. Large Cap Core Responsible Index R6 Fund Mutual fund | Other securities | — | — | $237K | 1.0% | |
| Fidelity Small Cap Index Fund " | Common Collective Trusts | — | — | $218K | 0.9% | |
| WT FAM CORE PL FI S GREAT GRAY TRUST COMPANY, LLC · EIN 38-7275322 / PN 001 | Common Collective Trust | — | — | $211K | 0.9% | |
| Fidelity Emerging Markets Index Fund " | Common Collective Trusts | — | — | $144K | 0.6% | |
| Fidelity Freedom Index 2020 Premier Class Fund " | Mutual Funds | — | — | $135K | 0.6% | |
| Fidelity Freedom Index 2025 Premier Class Fund " | Mutual Funds | — | — | $97K | 0.4% | |
| Great Gray Trust Fidelity Institutional AM Core Plus Fixed Income CIT " | Common Collective Trusts | — | — | $95K | 0.4% | |
| GS STABLE VAL INSTS GOLDMAN SACHS TRUST COMPANY NA · EIN 13-4166989 / PN 025 | Common Collective Trust | — | — | $95K | 0.4% | |
| PGIM High Yield R6 Fund " | Other securities | — | — | $93K | 0.4% | |
| Victory Sycamore Established Value R6 Fund " | Other securities | — | — | $75K | 0.3% | |
| JP Morgan International Equity R6 Fund " | Other securities | — | — | $72K | 0.3% | |
| Columbia Small Cap Value Fund II Institutional Class " | Other securities | — | — | $68K | 0.3% | |
| Loomis Sayles Inflation Protected Securities N Fund " | Other securities | — | — | $65K | 0.3% | |
| WASATCH CORE GR A SEI TRUST COMPANY · EIN 84-2412379 / PN 134 | Common Collective Trust | — | — | $48K | 0.2% | |
| Fidelity U.S. Bond Index Fund " | Common Collective Trusts | — | — | $46K | 0.2% | |
| IVY MID CAP GROWTH C SEI TRUST COMPANY · EIN 45-3036258 / PN 050 | Common Collective Trust | — | — | $45K | 0.2% | |
| Cohen & Steers Real Estate Z Fund " | Other securities | — | — | $42K | 0.2% | |
| Fidelity Freedom Index 2015 Premier Class Fund " | Mutual Funds | — | — | $31K | 0.1% | |
| Invesco Gold SPL Min R6 Fund " | Mutual Funds | — | — | $27K | 0.1% | |
| Fidelity Freedom Index Income Premier Class Fund " | Mutual Funds | — | — | $15K | <0.1% | |
| Fidelity Government Money Market Fund " | Mutual Funds | — | — | $3K | <0.1% | |
| WT FAM CORE PL FI S GREAT GRAY TRUST COMPANY, LLC · EIN 38-7275325 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| GS STABLE VAL INST1 GOLDMAN SACHS TRUST COMPANY NA · EIN 13-4166989 / PN 025 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
