Original filing (PDF)20250619094715NAL0001804515001

PLATFORM OPPORTUNITY FUND, LLC

Name: PLATFORM OPPORTUNITY FUND, LLC — PLATFORM OPPORTUNITY FUND PROFIT SHARING PLAN, Form 5500 (2023)
Creator: PLATFORM OPPORTUNITY FUND, LLC

Form 5500-SF

FILING_RECEIVED

PLATFORM OPPORTUNITY FUND PROFIT SHARING PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$399K

Net assets (EOY)

$399K

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PLATFORM OPPORTUNITY FUND, LLC.

Plan sponsor

Name

PLATFORM OPPORTUNITY FUND, LLC

EIN

86-3681823

Address

4053 MAPLE ROAD, STE. 122 · BUFFALO, NY · 14226

Phone

(716) 912-9883

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-12-31

Tax period

2024-12-30

Filed

2025-06-19

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

3B · Covers self-employed individuals

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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