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Original filing (PDF)20250828111154NAL0017911536001
OCEUS NETWORKS, LLC
Form 5500
FILING_RECEIVED
OCEUS NETWORKS, LLC 401(K) PLAN
401(k) retirement plan
Active participants
63
Accounts w/ balance
133
Plan assets (EOY)
$24.9M
Net assets (EOY)
$24.9M
How this plan invests
This plan
2 pooled trusts
Schedule D
29 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (3 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for OCEUS NETWORKS, LLC.
Plan sponsor
Name
OCEUS NETWORKS, LLC
EIN
25-1744631
Address
13655 DULLES TECHNOLOGY DRIVE · SUITE 200 · HERNDON, VA · 20171
Phone
(478) 973-5687
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-08-28
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JPMORGAN INVEST HOLDINGS LLC | 13-2624428 | — | RECORDKEEPER | $465 | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | 13-2624428 | — | INVESTMENT MGMT | $6K | — |
Investments
27 direct securities · 2 pooled funds· $25.0M(100% 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
$23.1M
27 holdings
Common Collective Trust
$1.9M
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard 500 Index Fund Admiral | — | — | — | $4.5M | 17.9% | |
| JP Morgan JP Morgan US Equity R6 | — | — | — | $2.0M | 8.1% | |
| JP Morgan JP Morgan Smart Retirement 2030 R6 | — | — | — | $1.7M | 6.8% | |
| JP Morgan JP Morgan Smart Retirement 2040 R6 | — | — | — | $1.7M | 6.8% | |
| Invesco Small Cap Value R6 | — | — | — | $1.6M | 6.3% | |
| American Funds American Funds Europacific Growth R6 | — | — | — | $1.5M | 5.8% | |
| JPMCB STABLE ASSET INCOME CF JP MORGAN · EIN 20-1978950 / PN 001 | Common Collective Trust | — | — | $1.2M | 4.9% | |
| JP Morgan JP Morgan Core Bond R6 | — | — | — | $1.1M | 4.6% | |
| JP Morgan JP Morgan Smart Retirement 2035 R6 | — | — | — | $1.1M | 4.2% | |
| Vanguard Mid-Cap Index Fund Admiral | — | — | — | $1.0M | 4.1% | |
| JP Morgan JP Morgan Small Cap Growth R6 | — | — | — | $986K | 4.0% | |
| Putnam Large Cap Value R6 | — | — | — | $950K | 3.8% | |
| Vanguard Small-Cap Index Fund Admiral | — | — | — | $890K | 3.6% | |
| Alger Capital Alger Capital Appreciation Institutional Y | — | — | — | $788K | 3.2% | |
| BLACKROCK MIDCAP GROWTH EQUITY FD C GREAT GRAY · EIN 38-4139851 / PN 001 | Common Collective Trust | — | — | $686K | 2.8% | |
| JP Morgan JP Morgan Smart Retirement 2025 R6 | — | — | — | $619K | 2.5% | |
| JP Morgan JP Morgan Smart Retirement 2045 R6 | — | — | — | $597K | 2.4% | |
| Virtux Virtus Ceredex Mid-Cap Value Equity R | — | — | — | $334K | 1.3% | |
| JP Morgan JP Morgan Smart Retirement 2050 R6 | — | — | — | $304K | 1.2% | |
| Vanguard Federal Money Market Inv | — | — | — | $236K | 0.9% | |
| JP Morgan JP Morgan Smart Retirement 2060 R6 | — | — | — | $218K | 0.9% | |
| Thornburg Strategic Income R6 | — | — | — | $211K | 0.8% | |
| JP Morgan JP Morgan Smart Retirement 2020 R6 | — | — | — | $185K | 0.7% | |
| Participants Participant Loans Rates from 4.25% to 9.50% - | — | — | — | $154K | 0.6% | |
| Invesco Developing Markets R6 | — | — | — | $142K | 0.6% | |
| JP Morgan JP Morgan Smart Retirement Income R6 | — | — | — | $135K | 0.5% | |
| JP Morgan JP Morgan Smart Retirement 2055 R6 | — | — | — | $134K | 0.5% | |
| JP Morgan JP Morgan Smart Retirement 2065 R6 | — | — | — | $39K | 0.2% | |
| JP Morgan Forfeitures - JPMCB Stable Asset Income Fund CF | — | — | — | $2K | <0.1% |
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