What public Form 5500 filings show about the Ocean REEF Community Association, Inc. 401(k) plan — and how to find and check your own account.
Ocean REEF Community Association, Inc. (EIN 59-1747816) reports OCEAN REEF COMMUNITY ASSOCIATION, INC. 401(K) PLAN on its most recent Form 5500, with $14.8M in plan assets across 113 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 Ocean REEF Community Association, Inc. filing — schedules, fees, and providers.
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Transamerica, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Ocean REEF Community Association, Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): UBS FINANCIAL SERVICES, TRANSAMERICA TRUST, BENEFIT PRACTICE.