How big is Ocean First Foundation's plan?

Ocean First Foundation's plan reported $1.1M in assets and 4 participants for 2025.

Original filing (PDF)20260311113840NAL0005182931001

Ocean First Foundation

Name: Ocean First Foundation — Form 5500 (2025)
Creator: Ocean First Foundation
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

401(k) retirement plan · Ocean First Foundation held $1.1M in plan assets for 4 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

People on this filing

Katherine Durante signed Ocean First Foundation's 2025 Form 5500 as plan administrator.

Katherine Durante — 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

Ocean First Foundation's EIN is 22-3465454.

EIN 22-3465454

Plan number 001

Plan year 2025

ACK ID 20260311113840NAL0005182931001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Ocean First Foundation from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Ocean First Foundation's plan includes a 401(k) feature.

Decision-maker contacts

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

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Plan health score

Top-tier plan health

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. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

OCEAN FIRST FOUNDATION

EIN

all filings

Address

975 HOOPER AVE · TOMS RIVER, NJ · 087538320

Phone

(732) 341-4676

Industry

Other Services (ex. Public Admin)

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-03-11

Pension benefit codes

2G · Total participant-directed accounts

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

2J · 401(k) feature

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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