How big is OCTA, Inc.'s plan?

OCTA, Inc.'s plan reported $1.3M in assets and 58 participants for 2024.

Original filing (PDF)20250407172046NAL0027405600001

OCTA, Inc.

Name: OCTA, Inc. — OCTA, Inc. Retirement Savings Plan, Form 5500 (2024)
Creator: OCTA, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

OCTA, Inc. Retirement Savings Plan

401(k) retirement plan · OCTA, Inc.'s OCTA, Inc. Retirement Savings Plan held $1.3M in plan assets for 58 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

Plan identifiers

OCTA, Inc.'s EIN is 61-1117819.

EIN 61-1117819

Plan number 001

Plan year 2024

ACK ID 20250407172046NAL0027405600001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

OCTA, Inc.'s plan includes 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 OCTA, INC.

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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. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (6th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

OCTA, INC

EIN

all filings

Address

PO BOX 217 · BUCKNER, KY · 40010

Phone

(502) 222-8985

Industry

Manufacturing

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

2025-04-07

Pension benefit codes

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)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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