How big is OKTA Holdings LLC's plan?

OKTA Holdings LLC's plan reported $88K in assets and 22 participants for 2024.

Original filing (PDF)20250710123617NAL0008697264001

OKTA Holdings LLC

Name: OKTA Holdings LLC — OKTA Holdings LLC Retirement, Form 5500 (2024)
Creator: OKTA Holdings LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

OKTA Holdings LLC Retirement Plan

401(k) retirement plan · OKTA Holdings LLC's OKTA Holdings LLC Retirement Plan held $88K in plan assets for 22 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$88K

Net assets (EOY)

$88K

People on this filing

David Mauger signed OKTA Holdings LLC's 2024 Form 5500 as plan administrator.

David Mauger — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

OKTA Holdings LLC's EIN is 90-1033620.

EIN 90-1033620

Plan number 001

Plan year 2024

ACK ID 20250710123617NAL0008697264001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for OKTA Holdings LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

OKTA Holdings LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for OKTA HOLDINGS 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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (93rd percentile).

Plan sponsor

Name

OKTA HOLDINGS LLC

EIN

all filings

Address

155 B AVENUE, SUITE 200 · LAKE OSWEGO, OR · 97034

Phone

(971) 323-0702

Industry

Arts, Entertainment, Recreation

Plan administrator