# Octave Health Group INC. 401(k) Plan
Source: https://planprovider.pro/companies/octave-health-group-inc-plan

> Octave Health Group INC.'s 401(k) plan: 211 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Octave Health Group INC.

- **Sponsor EIN:** 825244890

- **Sponsor Address:** 625 MARKET ST, 15TH FL, SAN FRANCISCO, CA, 94105

- **Plan Type:** 401(k)

- **Total Participants:** 211

- **Total Assets:** $6.6M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|211|$6.6M|$0|$1.9M|

| 2023|231|$3.6M|$0|$1.5M|

| 2022|195|$1.7M|$0|$534,468|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| BAKER TILLYUS,LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [BAKER TILLYUS,LLP](https://planprovider.pro/provider/baker-tilly-us-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $0

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$9,908|—|—|—|—|

| 2023|$6,536|—|—|—|—|

| 2022|—|—|—|—|—|

## Similar Plans

- [Interim, Incorporated](https://planprovider.pro/companies/interim-incorporated-403b-plan) — 224 participants

- [Westcoast Children'S Clinic, INC.](https://planprovider.pro/companies/westcoast-children-s-clinic-inc-403b-plan) — 233 participants

- [Transitions - Mental Health Association](https://planprovider.pro/companies/transitions-mental-health-association-403b-plan) — 239 participants

- [Vida Family Therapy PC](https://planprovider.pro/companies/vida-family-therapy-pc-401k-plan) — 240 participants

- [Little Otter](https://planprovider.pro/companies/little-otter-plan) — 162 participants

- [Evolve Growth Initiatives, LLC, Dba Evolve Treatment Centers](https://planprovider.pro/companies/evolve-growth-initiatives-llc-dba-evolve-treatment-centers-401k-plan) — 264 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/octave-health-group-inc-plan)

© 2026 PlanProvider.Pro