Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
PLATFORM OPPORTUNITY FUND, LLC
EIN 86-3681823Finance and InsuranceLatest filing 2025
Plans
3
Retirement
3
$5.5M assets
Welfare
0
Participants
92
4053 MAPLE ROAD, STE. 122 - BUFFALO, NY 14226716-912-9883
Plans on this EIN
3 filingsRetirement portfolio analytics
3 plans aggregated / $5.5M assets / 92 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
PLATFORM OPPORTUNITY FUND RETIREMENT PLAN
CashBalance
Assets$4.7M
Participants29
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
PLATFORM OPPORTUNITY FUND PROFIT SHARING PLAN
ProfitSharing
Assets$726K
Participants35
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
PLATFORM OPPORTUNITY FUND EMPLOYEE 401(K) PLAN
401k
Assets$72K
Participants28
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans3
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | PLATFORM OPPORTUNITY FUND RETIREMENT PLAN | CashBalance | $4.7M | 29 | 2025 | |
| 001 | PLATFORM OPPORTUNITY FUND PROFIT SHARING PLAN | ProfitSharing | $726K | 35 | 2025 | |
| 003 | PLATFORM OPPORTUNITY FUND EMPLOYEE 401(K) PLAN | 401k | $72K | 28 | 2025 |
Retirement plans