Ocean House Management, LLC's EIN is 27-1920653.
Download the official 2024 Form 5500 (PDF) for Ocean House Management, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Ocean House Management, LLC's plan includes ERISA 404(c) participant direction, a 401(k) feature.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | RECORDKEEPER | $17K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS | 47-1411118 | SAN RAFAEL, CA | INVESTMENT ADVISOR | $29K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Balanced Index Adm Mutual Fund Investments | Mutual Funds | — | — | $2.2M | 36.6% | |
| American Funds Gr & Income Port R6 Mutual Fund Investments | Mutual Funds | — | — | $920K | 15.2% | |
| Vanguard Growth Index Adm Mutual Fund Investments | Mutual Funds | — | — | $517K | 8.6% | |
| Nuveen Lifecycle Index Ret Inc Mutual Fund Investments | Mutual Funds | — | — | $441K | 7.3% | |
| DFA U.S. Targeted Value Portfolio I Mutual Fund Investments | Mutual Funds | — | — | $429K | 7.1% | |
| Fidelity 500 Index Fund Mutual Fund Investments | Common Collective Trusts | — | — | $165K | 2.7% | |
| Franklin Small-Mid Cap Growth R6 Mutual Fund Investments | Mutual Funds | — | — | $164K | 2.7% | |
| Vanguard Value Index Adm Mutual Fund Investments | Mutual Funds | — | — | $111K | 1.8% | |
| Fidelity Small Cap Index Mutual Fund Investments | Mutual Funds | — | — | $108K | 1.8% | |
| Nuveen Lifecycle Index 2030 R6 Mutual Fund Investments | Mutual Funds | — | — | $85K | 1.4% | |
| DFA U.S. Vector Equity Mutual Fund Investments | Mutual Funds | — | — | $83K | 1.4% | |
| American Funds New Perspective R6 Mutual Fund Investments | Mutual Funds | — | — | $80K | 1.3% | |
| Participant loans 3.25% – 8.50% -0- | Bonds / Notes | — | — | $68K | 1.1% | |
| Vanguard Federal Money Market Inv Money Market Fund | Mutual Funds | — | — | $62K | 1.0% | |
| American Funds US Government Sec R6 Mutual Fund Investments ** 655 BlackRock Global Allocation K Mutual Fund Investments | Mutual Funds | — | — | $60K | 1.0% | |
| Vanguard Explorer Adm Mutual Fund Investments | Mutual Funds | — | — | $60K | 1.0% | |
| Nuveen Lifecycle Index 2010 R6 Mutual Fund Investments ** 428 Nuveen Lifecycle Index 2025 R6 Mutual Fund Investments | Mutual Funds | — | — | $59K | 1.0% | |
| Nuveen Lifecycle Index 2060 R6 Mutual Fund Investments | Mutual Funds | — | — | $56K | 0.9% | |
| American Funds New World R6 Mutual Fund Investments | Mutual Funds | — | — | $47K | 0.8% | |
| Nuveen Lifecycle Index 2035 R6 Mutual Fund Investments | Mutual Funds | — | — | $45K | 0.7% | |
| Fidelity Mid Cap Index Mutual Fund Investments | Mutual Funds | — | — | $45K | 0.7% | |
| Nuveen Lifecycle Index 2040 R6 Mutual Fund Investments | Mutual Funds | — | — | $43K | 0.7% | |
| Nuveen Lifecycle Index 2050 R6 Mutual Fund Investments | Mutual Funds | — | — | $40K | 0.7% | |
| Nuveen Lifecycle Index 2055 R6 Mutual Fund Investments | Mutual Funds | — | — | $33K | 0.6% | |
| Nuveen Lifecycle Index 2045 R6 Mutual Fund Investments | Mutual Funds | — | — | $30K | 0.5% | |
| Vanguard Developed Mkts Index Adm Mutual Fund Investments | Mutual Funds | — | — | $27K | 0.4% | |
| Nuveen Lifecycle Index 2065 R6 Mutual Fund Investments | Mutual Funds | — | — | $25K | 0.4% | |
| Lord Abbett Bond Debenture R6 Mutual Fund Investments | U.S. Treasuries | — | — | $16K | 0.3% | |
| Allspring Core Plus Bond R6 Mutual Fund Investments | Other securities | — | — | $8K | 0.1% | |
| Pimco Real Return Instl Mutual Fund Investments | Mutual Funds | — | — | $4K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE ANGELL PENSION GROUP, INC. | 04-2530412 | EAST PROVIDENCE, RI | TPA | $3K | — |
