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

OCEANIS FINANCIAL ADVISORS, INC. 401(k) Plan

What public Form 5500 filings show about the OCEANIS FINANCIAL ADVISORS, INC. 401(k) plan — and how to find and check your own account.

Plan assets
$539K
Participants
2
Plans on file
1

The OCEANIS FINANCIAL ADVISORS, INC. 401(k) on its latest Form 5500

OCEANIS FINANCIAL ADVISORS, INC. (EIN 47-2023519) reports OCEANIS FINANCIAL ADVISORS 401(K) PROFIT SHARING PLAN on its most recent Form 5500, with $539K in plan assets across 2 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 OCEANIS FINANCIAL ADVISORS, INC. filing — schedules, fees, and providers.

Who runs the OCEANIS FINANCIAL ADVISORS, INC. 401(k)?

OCEANIS FINANCIAL ADVISORS, INC.’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 OCEANIS FINANCIAL ADVISORS, INC.HR for the recordkeeper’s name and login.

How to check your OCEANIS FINANCIAL ADVISORS, INC. 401(k)

  • Log in to the plan’s recordkeeper portal (the site on your statements).
  • Ask OCEANIS FINANCIAL ADVISORS, INC. 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: OCEANIS FINANCIAL ADVISORS, INC. — all Form 5500 filings (EIN 47-2023519) · Florida employer EIN lookup · Form 5500 search
OCEANIS FINANCIAL ADVISORS, INC. 401(k) Plan — Form 5500