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Sponsor portfolio

OCTECH CONSULTING INC

EIN 85-3377764-research-Latest filing 2024
Plans
3
Retirement
2
$516K assets
Welfare
1
Participants
10
2085 COUNTY ROAD D E - UNIT C - SAINT PAUL, MN 55109651-200-5917octechmed.comLinkedIn11-50 employeesresearch
Plans on this EIN
3 filings
#002CashBalance-$400K - 3 part#001401k-$116K - 4 part#002Self Funded-0 lives

Retirement portfolio analytics

2 plans aggregated / $516K assets / 7 participants

Assets by plan

Share of aggregate retirement assets

78%top
  • CASH BALANCE PLAN (#002)78%
  • SAFE HARBOR PLAN (#001)22%
Total $516KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • SAFE HARBOR PLAN (#001)4
  • CASH BALANCE PLAN (#002)3
Total 7Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

OCTECH CONSULTING, INC. CASH BALANCE PLAN

CashBalance

Assets$400K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

OCTECH CONSULTING, INC. 401(K) SAFE HARBOR PLAN

401k

Assets$116K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#002

OCTECH CONSULTING, INC. CASH BALANCE PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002OCTECH CONSULTING, INC. CASH BALANCE PLANCashBalance$400K32024
001OCTECH CONSULTING, INC. 401(K) SAFE HARBOR PLAN401k$116K42024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
002OCTECH CONSULTING, INC. CASH BALANCE PLANSelf Funded-$002024
Retirement plans
Welfare plans
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