How big is Ocean Terminal Services, Inc.'s plan?

Ocean Terminal Services, Inc.'s plan reported $3.7M in assets and 6 participants for 2023.

Original filing (PDF)20241012194207NAL0040679952001

Ocean Terminal Services, Inc.

Name: Ocean Terminal Services, Inc. — Ocean Terminal, Form 5500 (2023)
Creator: Ocean Terminal Services, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Ocean Terminal Services, Inc. 401(k) Profit Sharing Plan and Trust

401(k) retirement plan · Ocean Terminal Services, Inc.'s Ocean Terminal Services, Inc. 401(k) Profit Sharing Plan and Trust held $3.7M in plan assets for 6 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.7M

Net assets (EOY)

$3.7M

Plan identifiers

Ocean Terminal Services, Inc.'s EIN is 27-1566270.

EIN 27-1566270

Plan number 001

Plan year 2023

ACK ID 20241012194207NAL0040679952001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Ocean Terminal Services, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Ocean Terminal Services, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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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.
High average account balance (88th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (88th percentile).

Plan sponsor

Name

OCEAN TERMINAL SERVICES, INC.

EIN

all filings

Address

2500 VIA CABRILLO MARINA, STE. 300 · SAN PEDRO, CA · 90731

Phone

(310) 241-1208

Industry

Other Services (ex. Public Admin)

Plan administrator