What public Form 5500 filings show about the Oceanfirst Bank 401(k) plan — and how to find and check your own account.
Oceanfirst Bank (EIN 21-0607451) reports RETIREMENT PLAN FOR OCEANFIRST BANK on its most recent Form 5500, with $139.5M in plan assets across 1,674 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 Oceanfirst Bank 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 Oceanfirst Bank 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): FORVIZ MAZARS, NATIONAL FINANCIAL SERVICES, MAZARS USA LLP, GREATBANC TRUST.
