Form 5500 Search
Review sample — not indexed. Consumer “[company] 401k” tier pending intent validation.

CPA ASSET MGMT GROUP LLC/DBA BLUE OCEAN CAPITAL 401(k) Plan

What public Form 5500 filings show about the CPA ASSET MGMT GROUP LLC/DBA BLUE OCEAN CAPITAL 401(k) plan — and how to find and check your own account.

Plan assets
$742K
Participants
20
Plans on file
1

The CPA ASSET MGMT GROUP LLC/DBA BLUE OCEAN CAPITAL 401(k) on its latest Form 5500

CPA ASSET MGMT GROUP LLC/DBA BLUE OCEAN CAPITAL (EIN 65-0754870) reports BLUE OCEAN CAPITAL 401(K) PLAN on its most recent Form 5500, with $742K in plan assets across 20 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.

See the full CPA ASSET MGMT GROUP LLC/DBA BLUE OCEAN CAPITAL filing — schedules, fees, and providers.

Who runs the CPA ASSET MGMT GROUP LLC/DBA BLUE OCEAN CAPITAL 401(k)?

CPA ASSET MGMT GROUP LLC/DBA BLUE OCEAN CAPITAL’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask CPA ASSET MGMT GROUP LLC/DBA BLUE OCEAN CAPITALHR for the recordkeeper’s name and login.

How to check your CPA ASSET MGMT GROUP LLC/DBA BLUE OCEAN CAPITAL 401(k)

  • Log in to the plan’s recordkeeper portal (the site on your statements).
  • Ask CPA ASSET MGMT GROUP LLC/DBA BLUE OCEAN CAPITAL HR or benefits for the recordkeeper name and enrollment link.
  • Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).
More on this employer: CPA ASSET MGMT GROUP LLC/DBA BLUE OCEAN CAPITAL — all Form 5500 filings (EIN 65-0754870) · Florida employer EIN lookup · Form 5500 search
CPA ASSET MGMT GROUP LLC/DBA BLUE OCEAN CAPITAL 401(k) Plan — Form 5500