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 profit-sharing, a 401(k) feature, a leveraged ESOP, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GREATBANC TRUST COMPANY | 36-3681493 | — | TRUSTEE | $43K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FORVIZ MAZARS | 44-0160260 | — | ACCOUNTANT | $25K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Corp. Financial Corp. | Common Stocks | — | $25.3M | $24.2M | 88.9% | |
| Principal Financial Principal LargeCap S&P 500 Index R5 Equity Fund | Common Collective Trusts | — | $981K | $1.3M | 4.9% | |
| Principal Financial Principal Lifetime 2040 R5 Fund | Other securities | — | $686K | $647K | 2.4% | |
| Principal Financial American Funds U.S. Govt Money Market Inst. R3 Fixed Income Fund | Mutual Funds | — | $563K | $563K | 2.1% | |
| Principal Financial Principal Lifetime 2020 R5 Fund | Other securities | — | $274K | $242K | 0.9% | |
| Principal Financial Principal Lifetime 2030 R5 Fund | Other securities | — | $194K | $185K | 0.7% | |
| Principal Financial Principal Lifetime Strategic Income R5 Fund | Other securities | — | $38K | $37K | 0.1% | |
| (E) | Other securities | — | — | $37K | 0.1% | |
| Principal Financial Principal Lifetime 2060 R5 Fund | Other securities | — | $18K | $19K | <0.1% | |
| Principal Financial Principal Lifetime 2050 R5 Fund | Other securities | — | $16K | $16K | <0.1% | |
| Principal Financial Principal Lifetime 2070 R5 Fund | Other securities | — | $4K | $4K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
