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OCEAN PROPERTIES INC — OCEAN PROPERTIES INC 401K PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250527133039NAL0004045971001
OCEAN PROPERTIES INC
Form 5500-SF
FILING_RECEIVED
OCEAN PROPERTIES INC 401K PLAN
401(k) retirement plan
Active participants
51
Accounts w/ balance
21
Plan assets (EOY)
$413K
Net assets (EOY)
$413K
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
OCEAN PROPERTIES INC
.
Find decision makers
Plan sponsor
Name
OCEAN PROPERTIES INC
EIN
20-5056602
Address
5452 OCEANUS DR · HUNTINGTON BEACH, CA · 92649
Phone
(714) 330-5179
Industry
Real Estate
see all
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
2025-05-27
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Real Estate plans
PROFESSIONAL REALTY ASSOCIATES
PROFESSIONAL REALTY ASSOCIATES CASH BALANCE PLAN
$413K · 2 participants
SHERMAN PROPERTY MANAGEMENT, INC.
SHERMAN PROPERTY MANAGEMENT 401(K) PLAN
$413K · 16 participants
GEMSTONE MANAGEMENT, LLC
GEMSTONE MANAGEMENT, LLC 401(K) PLAN
$413K · 71 participants
STONECREEK INVESTMENT CORPORATION DBA STONECREEK COMPANY
STONECREEK COMPANY PROFIT SHARING PLAN
$413K · 3 participants
PLANNED PROPERTY MANAGEMENT IN
PLANNED PROPERTY MANAGEMENT IN 401(K) PROFIT SHARING PLAN & TRUST
65
Knocking points off
Only 41% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$414K · 115 participants
VALUEXPRESS, LLC
VALUEXPRESS 401(K) PLAN
$412K · 8 participants
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$88.3B
