How big is Blue Ocean Realty, LLC's plan?

Blue Ocean Realty, LLC's plan reported $2.3M in assets and 56 participants for 2024.

Original filing (PDF)20251009130933NAL0007036817001

Blue Ocean Realty, LLC

Name: Blue Ocean Realty, LLC — Blue Ocean Realty, LLC, Form 5500 (2024)
Creator: Blue Ocean Realty, LLC
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Blue Ocean Realty, LLC Retirement Plan

401(k) retirement plan · Blue Ocean Realty, LLC's Blue Ocean Realty, LLC Retirement Plan held $2.3M in plan assets for 56 participants in 2024.

Signals · 3

Late participant contributionsPossibly inadequate fidelity bondCorrective distributions issued

Active participants

Accounts w/ balance

115

Plan assets (EOY)

$2.3M

Net assets (EOY)

$2.2M

People on this filing

Jessica Burchett signed Blue Ocean Realty, LLC's 2024 Form 5500 as plan administrator.

Jessica Burchett — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Blue Ocean Realty, LLC's EIN is 20-1875198.

EIN 20-1875198

Plan number 001

Plan year 2024

ACK ID 20251009130933NAL0007036817001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Blue Ocean Realty, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Blue Ocean Realty, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BLUE OCEAN REALTY, LLC.

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How this plan invests

This plan

1 pooled trust

Schedule D

26 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 86K (32% of contributions).
Corrective distributions issued (likely failed ADP/ACP testing).
Fidelity bond appears below the 10%-of-assets requirement.

Helping the score

Below-peer total plan cost (96th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (94th percentile).

Plan sponsor

Name

BLUE OCEAN REALTY, LLC

EIN

all filings

Address

11620 RED RUN BLVD., STE. 100 · REISTERSTOWN, MD · 21136

Phone

(443) 278-9307

Industry

Real Estate

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-09

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

LUXENBURG & BRONFIN LLC

Trustee / custodian

Service providers (Schedule C)

No Schedule C providers reported

Investments

26 direct securities · 1 pooled fund· $4.5M(100% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.

Pooled Separate Account

$2.2M

1 holding

Mutual Funds

$1.1M

16 holdings

Other securities

$649K

7 holdings

Common Collective Trusts

$248K

1 holding

Cash / Money Market

$230K

1 holding

Bonds / Notes

$27K

1 holding

					% of plan
SEPARATE ACCOUNT SCAI MASSMUTUAL LIFE INSURANCE COMPANY · EIN 04-1590850 / PN 000	Pooled Separate Account	—	—	$2.2M	98.8%
Hardford Dividend and Growth R6 Mutual fund	Other securities	—	—	$557K	24.6%
American Funds Trgt Date Ret 2045 Mutual fund	Mutual Funds	—	—	$350K	15.5%
Vanguard 500 Index ADM Mutual fund	Common Collective Trusts	—	—	$248K	11.0%
JPMorgan US Government Money Market Inst Mutual fund	Cash / Money Market	—	—	$230K	10.2%
American Funds Trgt Date Ret 2025 Mutual fund	Mutual Funds	—	—	$149K	6.6%
American Funds Growth Fund of America R6 Mutual fund	Mutual Funds	—	—	$117K	5.2%
American Funds Trgt Date Ret 2050 Mutual fund	Mutual Funds	—	—	$72K	3.2%
American Funds Trgt Date Ret 2060 Mutual fund	Mutual Funds	—	—	$69K	3.1%
Vanguard Small-Cap Index ADM Mutual fund	Mutual Funds	—	—	$67K	3.0%
MFS Mid Cap Value R6 Mutual fund	Mutual Funds	—	—	$55K	2.4%
JPMorgan Mid Cap Growth R6 Mutual fund	Other securities	—	—	$55K	2.4%
American Funds Amer Balanced R6 Mutual fund	Mutual Funds	—	—	$47K	2.1%
American Funds Trgt Date Ret 2055 Mutual fund	Mutual Funds	—	—	$44K	1.9%
Vanguard Total Intl Stock ADM Mutual fund	Mutual Funds	—	—	$35K	1.6%
Vanguard Mid-Cap Index ADM Mutual fund	Mutual Funds	—	—	$32K	1.4%
Participant Loans Receivable 8.50% - 9.50%	Bonds / Notes	—	—	$27K	1.2%
American Funds Trgt Date Ret 2035 Mutual fund	Mutual Funds	—	—	$24K	1.1%
Invesco Small Cap Growth R6 Mutual fund	Mutual Funds	—	—	$24K	1.1%
Delaware Emerging Markets R6 Mutual fund	Other securities	—	—	$21K	0.9%
American Funds Capital Income Builder R6 Mutual fund 109 American Funds Europacific Growth R6 Mutual fund	Mutual Funds	—	—	$11K	0.5%
DWS RREEF Real estate Securities R6 Mutual fund	Other securities	—	—	$7K	0.3%
American Funds Trgt Date Ret 2040 Mutual fund	Mutual Funds	—	—	$6K	0.3%
Blackrock Total Return K Mutual fund	Other securities	—	—	$6K	0.3%
Column (d) is not required as the Plan's investments are totally participant directed The investments that are included in the supplement schedule is based on information certified by the custodian as complete and accurate in accordance with Section 2520.103-8 of the Department of	Other securities	—	—	$3K	0.1%
American Funds Trgt Date Ret 2030 Mutual fund	Mutual Funds	—	—	$3K	0.1%
Hartford Schroders Intl Multi-CP Val SDR Mutual fund	Other securities	—	—	$1K	<0.1%