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Original filing (PDF)20260115110423NAL0006806675001
OCEAN CONSERVANCY, INC.
Form 5500
FILING_RECEIVED
OCEAN CONSERVANCY 401(A) DC PLAN
Defined-contribution retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
130
Accounts w/ balance
298
Plan assets (EOY)
$13.0M
Net assets (EOY)
$13.0M
How this plan invests
This plan
1 pooled trust
Schedule D
33 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
92
/ 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
75
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for OCEAN CONSERVANCY, INC..
Plan sponsor
Name
OCEAN CONSERVANCY, INC.
EIN
23-7245152
Address
1300 19TH ST NW STE 800 · WASHINGTON, DC · 200361653
Phone
(202) 429-5609
Industry
Other Services (ex. Public Admin)see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-05-01
Tax period
2025-04-30
Filed
2026-01-15
Pension benefit codes
2C · Money purchase (other than target benefit)
2G · Total participant-directed accounts
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
32 direct securities · 1 pooled fund· $12.9M(99% of reported assets)
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.
Uncategorized
$12.7M
32 holdings
Pooled Separate Account
$183K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| NONBENEFIT RESPONSIVE INVESTMENT CONTRACTS * TIAA-CREF TIAA Traditional Non-Benefit-Responsive Annuity Accounts | — | — | — | $1.5M | 11.7% | |
| Similar Party Collateral, Par, or Maturity Value Cost** Value * TIAA-CREF CREF Stock R2 | — | — | — | $1.3M | 9.8% | |
| TIAA-CREF CREF Equity Index R2 | — | — | — | $1.0M | 8.0% | |
| TIAA-CREF CREF Growth R2 | — | — | — | $1.0M | 7.9% | |
| TIAA Access Nuv LifCyc 2045 | — | — | — | $1.0M | 7.8% | |
| TIAA-CREF CREF Global Equities R2 | — | — | — | $935K | 7.2% | |
| TIAA Access Nuv LifCyc 2050 | — | — | — | $842K | 6.5% | |
| TIAA-CREF CREF Social Choice R2 | — | — | — | $747K | 5.7% | |
| TIAA Access Nuv LifCyc 2055 | — | — | — | $716K | 5.5% | |
| TIAA Access Nuv LifCyc 2040 | — | — | — | $475K | 3.6% | |
| TIAA Access Nuv LifCyc 2035 | — | — | — | $385K | 3.0% | |
| TIAA-CREF CREF Money Market | — | — | — | $359K | 2.8% | |
| TIAA Access Nuv Intl Equity | — | — | — | $300K | 2.3% | |
| TIAA Access Nuv LifCyc 2030 | — | — | — | $268K | 2.1% | |
| TIAA Access Nuv LifCyc 2060 | — | — | — | $264K | 2.0% | |
| TIAA-CREF CREF Core Bond R2 | — | — | — | $247K | 1.9% | |
| TIAA Access Nuv Lrg Cap Val | — | — | — | $193K | 1.5% | |
| TIAA Access Nuv LifCyc 2025 | — | — | — | $191K | 1.5% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $183K | 1.4% | |
| TIAA Access Nuv Lrg Cap Gr | — | — | — | $133K | 1.0% | |
| TIAA Access Nuv Core Equity | — | — | — | $109K | 0.8% | |
| TIAA Access Nuv LgCp Res Eq | — | — | — | $106K | 0.8% | |
| TIAA-CREF CREF Inflation-Linked Bond R2 | — | — | — | $100K | 0.8% | |
| TIAA Access Nuv Mid Cap Val | — | — | — | $86K | 0.7% | |
| TIAA Access Nuv Qt Sm Cp Eq | — | — | — | $84K | 0.6% | |
| TIAA Access Nuv Sm Cp Bl | — | — | — | $74K | 0.6% | |
| TIAA Access Nuv Mid Cap Grw | — | — | — | $58K | 0.4% | |
| TIAA Access Nuv LifCyc 2020 | — | — | — | $57K | 0.4% | |
| TIAA Access Nuv RIEstSecSel | — | — | — | $49K | 0.4% | |
| TIAA Access Nuv LifCyc 2015 | — | — | — | $38K | 0.3% | |
| FULLY BENEFIT RESPONSIVE INVESTMENT CONTRACTS * TIAA-CREF TIAA Traditional Benefit-Responsive Annuity Accounts | — | — | — | $21K | 0.2% | |
| TIAA Access Nuv Core Pl Bd | — | — | — | $18K | 0.1% | |
| TIAA Access Nuv Equity Idx | — | — | — | $4K | <0.1% |