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  1. Companies/
  2. Octave Retirement Services, LLC

Filings through Oct 24, 2026.

Octave Retirement Services, LLC

EIN 82-4438457-Information-Latest filing 2025
Plans
1
Retirement
1
$584K assets
Health & Benefits
0
Participants
53
14 MINT PLAZA, STE 500 - SAN FRANCISCO, CA 94103855-962-8283
Plans on this EIN
1 filing
#001401(k)-$584K - 53 part

Plan summaries

The plan page shows fees vs peers, audit grade, asset history, contributions and Schedule C providers.

Retirement#001

OCTAVEWEALTH ADVANTAGE 401(K) PLAN

401(k)

Assets$584K
Participants53
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
This company has one plan on file. Open the plan page to see all of its data.

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001OCTAVEWEALTH ADVANTAGE 401(K) PLAN401(k)$584K532025
  • OCTAVEWEALTH ADVANTAGE 401(K) PLAN$584K
    #001 · 401(k) · 202553
Retirement plans
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