Jennifer Ingenito signed Oceanfirst Bank's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Oceanfirst Bank's EIN is 21-0607451.
Download the official 2024 Form 5500 (PDF) for Oceanfirst Bank from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Oceanfirst Bank's plan includes ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORD KEEPER | $202K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONAL FINANCIAL SERVICES | 04-3523567 | — | SECURITIES BROKER | $0 | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MAZARS USA LLP | 13-1459550 | — | AUDITOR | $40K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| American Funds 2030 Target Date Retirement Fund | Mutual Funds | — | $789K | $13.6M | 12.5% | |
| American Funds 2035 Target Date Retirement Fund | Mutual Funds | — | $621K | $11.8M | 10.8% | |
| American Funds 2025 Target Date Retirement Fund | Mutual Funds | — | $776K | $11.8M | 10.8% | |
| American Funds 2045 Target Date Retirement Fund | Mutual Funds | — | $390K | $8.3M | 7.5% | |
| American Funds 2040 Target Date Retirement Fund | Mutual Funds | — | $374K | $7.7M | 7.0% | |
| JPMorgan Large Cap Growth Fund | Other securities | — | $84K | $7.0M | 6.4% | |
| Fidelity 500 Index | Common Collective Trusts | — | $28K | $5.8M | 5.3% | |
| NYL New York Life Anchor (35) | Other securities | — | — | $5.3M | 4.8% | |
| NYL ANCHOR (35) NYL · EIN 13-5582869 / PN 125 | Pooled Separate Account | — | $5.2M | $5.3M | 4.8% | |
| Employer Stock Oceanfirst Bank | Other securities | — | — | $4.8M | 4.4% | |
| OceanFirst Financial Corp. Common Stock | Common Stocks | — | — | $4.7M | 4.3% | |
| American Funds 2050 Target Date Retirement Fund | Mutual Funds | — | $213K | $4.4M | 4.1% | |
| COLUMBIA TRUST DIVIDEND INCOME COLUMBIA · EIN 41-0007957 / PN 166 | Common Collective Trust | — | $197K | $4.0M | 3.6% | |
| T. Rowe Price T. Rowe Price U.S. Equity Research I | Other securities | — | $61K | $3.6M | 3.2% | |
| American Funds 2020 Target Date Retirement Fund | Mutual Funds | — | $240K | $3.2M | 3.0% | |
| American Funds 2055 Target Date Retirement Fund | Mutual Funds | — | $111K | $2.9M | 2.7% | |
| Fidelity Small Cap Index | Mutual Funds | — | $99K | $2.7M | 2.5% | |
| American Funds 2060 Target Date Retirement Fund | Mutual Funds | — | $110K | $2.0M | 1.8% | |
| Notes receivable from Notes receivable with maturities through January ** participants 2034 and with interest rates from 4.25% to 9.50% — | Bonds / Notes | — | — | $2.0M | 1.8% | |
| MFS Mid Cap | Mutual Funds | — | $42K | $1.3M | 1.2% | |
| Fidelity International Index | Mutual Funds | — | $28K | $1.3M | 1.2% | |
| American Funds 2015 Target Date Retirement Fund | Mutual Funds | — | $98K | $1.2M | 1.1% | |
| Prudential Total Return Bond | Other securities | — | $96K | $1.1M | 1.0% | |
| Fidelity Mid Cap Index | Mutual Funds | — | $23K | $781K | 0.7% | |
| Dimensional DFA Inflation Protected Securities | Mutual Funds | — | $71K | $765K | 0.7% | |
| American Funds 2010 Target Date Retirement Fund | Mutual Funds | — | $54K | $630K | 0.6% | |
| Hood River Hood River Small-Cap | Other securities | — | $5K | $360K | 0.3% | |
| Prudential High-Yield | Other securities | — | $63K | $302K | 0.3% | |
| Janus Henderson | Mutual Funds | — | $1K | $207K | 0.2% | |
| Fidelity US Bond Index | Mutual Funds | — | $18K | $181K | 0.2% | |
| American Funds New World Fund | Mutual Funds | — | $2K | $134K | 0.1% | |
| Cohen & Steers Cohen & Steers Real Estate Securities | Other securities | — | $6K | $97K | <0.1% | |
| American Funds American Funds EuroPacific Growth | Mutual Funds | — | $2K | $95K | <0.1% | |
| American Beacon American Beacon Small Cap | Other securities | — | $3K | $64K | <0.1% |
