Original filing (PDF)20251014081650NAL0001116115001

OCEAN VIEW CAPITAL, INC.

Name: OCEAN VIEW CAPITAL, INC. — TRIANGLE WIRE & CABLE, INC. PENSION PLAN FOR HOURLY EMPLOYEES, Form 5500 (2024)
Creator: OCEAN VIEW CAPITAL, INC.

Form 5500

FILING_RECEIVED

TRIANGLE WIRE & CABLE, INC. PENSION PLAN FOR HOURLY EMPLOYEES

Defined-benefit pension plan

Signals · 1

~253 bps in Sched C fees

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$9.1M

Net assets (EOY)

$9.1M

How this plan invests

This plan

16 securities

funds · stocks · CUSIPs

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

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

100

Total plan cost

Vendor stack

100

Participation health

Knocking points off

253 bps in Schedule C fees — 387% above peer band of 52 bps.
No active participants reported but plan still holds assets.

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for OCEAN VIEW CAPITAL, INC..

Plan sponsor

Name

OCEAN VIEW CAPITAL, INC.

EIN

22-1727582

Address

P.O. BOX 4020 · NEW YORK, NY · 101634020

Phone

(401) 289-2307

Industry

Management of Companies / Holdingssee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

022

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-14

Pension benefit codes

1A · Pay-related DB formula

Audit & trust (Schedule H)

Auditor

CBIZ CPAS, P.C.

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

4 rows

Other

Name	EIN	Location	Relation	Direct comp	Indirect comp
TAG ASSOCIATES, LLC	52-2328316	—	NONE	$84K	—
DANZIGER & MARKHOFF, LLC	13-3010201	—	NONE	$82K	—
LAWRENCE J. EISENBERG, P.C.	46-1626846	—	NONE	$38K	—
CBIZ CPAS, P.C.	43-1947695	—	NONE	$25K	—

Investments

16 direct securities· $9.0M(99% of reported assets)

Investment	Type	Shares / units	Cost	Current value	% of plan
Medalist Partners MBS Total Return Instl Mutual fund	—	—	$1.8M	$1.9M	20.8%
Schwab Trsry Obl Mny-Ult Money market	—	—	$1.5M	$1.5M	17.1%
US Treasury Note/Bond 5.000% Due 10-31-25 Treasury-agency bond	—	—	$1.5M	$1.5M	16.1%
MFS® International Intrinsic Value I Mutual fund	—	—	$930K	$922K	10.2%
Energy Select Sector Spdr Exchange-traded fund	—	—	$501K	$514K	5.7%
JP Morgan US Government MM Institutional Short-term cash investment fund	—	—	$439K	$439K	4.8%
Invesco S&P 500 Equal Weight Exchange-traded fund	—	—	$355K	$438K	4.8%
Neuberger Berman Energy Infrastructure and Income Fund Inc Exchange-traded fund	—	—	$228K	$353K	3.9%
Schwab US Dvd Equity ETF Exchange-traded fund	—	—	$243K	$273K	3.0%
iShares AAA CLO Active ETF Exchange-traded fund	—	—	$258K	$259K	2.9%
Principal MidCap Institutional Mutual fund	—	—	$175K	$205K	2.3%
Cullen High Dividend Equity I Mutual fund	—	—	$247K	$197K	2.2%
Vaneck Oil Services Etf Exchange-traded fund	—	—	$208K	$190K	2.1%
iShares Russell 1000 Value ETF Exchange-traded fund	—	—	$131K	$139K	1.5%
iShares Russell Mid-Cap ETF Exchange-traded fund	—	—	$120K	$133K	1.5%
Schwab Cash Account Short-term cash investment fund	—	—	$12K	$12K	0.1%