How big is Platform Opportunity Fund, LLC's plan?

Platform Opportunity Fund, LLC's plan reported $3.2M in assets and 9 participants for 2023.

Original filing (PDF)20250619094859NAL0007747714001

Platform Opportunity Fund, LLC

Name: Platform Opportunity Fund, LLC — Platform Opportunit, Form 5500 (2023)
Creator: Platform Opportunity Fund, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Platform Opportunity Fund Retirement Plan

Defined-benefit pension plan · Platform Opportunity Fund, LLC's Platform Opportunity Fund Retirement Plan held $3.2M in plan assets for 9 participants in 2023.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$3.2M

Net assets (EOY)

$3.2M

Plan identifiers

Platform Opportunity Fund, LLC's EIN is 86-3681823.

EIN 86-3681823

Plan number 002

Plan year 2023

ACK ID 20250619094859NAL0007747714001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Platform Opportunity Fund, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Platform Opportunity Fund, LLC's plan includes a defined-benefit pension formula, a cash-balance formula.

Decision-maker contacts

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

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Plan health score

Top-tier plan health

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score