Joselyn Reed signed Ocean Media, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Ocean Media, LLC's EIN is 27-4412303.
Download the official 2024 Form 5500 (PDF) for Ocean Media, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Ocean Media, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $3K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL SERVICE | 59-2937883 | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| LARGE CAP GR II - R1 WILMINGTON TRUST COMPANY · EIN 38-4139848 / PN 626 | Common Collective Trust | — | — | $1.2M | 13.8% | |
| JPMORGAN US EQUITY FUND R6 | Registered Investment Companies | — | — | $708K | 8.1% | |
| FID 500 IND | Registered Investment Companies | — | — | $698K | 8.0% | |
| NUVEEN LC INDEX 2050 R6 | Registered Investment Companies | — | — | $686K | 7.8% | |
| LARGE CAP VALUE R1 WILMINGTON TRUST COMPANY · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $594K | 6.8% | |
| NUVEEN LC INDEX 2045 R6 | Registered Investment Companies | — | — | $506K | 5.8% | |
| NUVEEN LC INDEX 2060 R6 | Registered Investment Companies | — | — | $464K | 5.3% | |
| NUVEEN LC INDEX 2055 R6 | Registered Investment Companies | — | — | $461K | 5.3% | |
| NUVEEN LC INDEX 2040 R6 | Registered Investment Companies | — | — | $454K | 5.2% | |
| AMER FUNDS NEW PERSP R6 | Registered Investment Companies | — | — | $364K | 4.2% | |
| NTW NYSE AT 100 R6 | Registered Investment Companies | — | — | $359K | 4.1% | |
| VANGUARD EXPLORER ADMIN | Registered Investment Companies | — | — | $352K | 4.0% | |
| BALANCED SUSTAINABLE R1 WILMINGTON TRUST COMPANY · EIN 38-4139844 / PN 624 | Common Collective Trust | — | — | $269K | 3.1% | |
| FID SMALL CAP INDEX | Registered Investment Companies | — | — | $243K | 2.8% | |
| PIO MULTI SECT FXD INC R1 WILMINGTON TRUST COMPANY · EIN 38-4065337 / PN 435 | Common Collective Trust | — | — | $230K | 2.6% | |
| NUVEEN LC INDEX 2035 R6 | Registered Investment Companies | — | — | $221K | 2.5% | |
| VANGUARD TREASURY MONEY MARKET | Registered Investment Companies | — | — | $194K | 2.2% | |
| PIONEER BOND FUND TR R1 WILMINGTON TRUST CO · EIN 81-5420248 / PN 291 | Common Collective Trust | — | — | $159K | 1.8% | |
| JPMORGAN MID CAP GROWTH R6 | Registered Investment Companies | — | — | $136K | 1.6% | |
| JAN HEND GL LIVE SCI N | Registered Investment Companies | — | — | $106K | 1.2% | |
| JPMORGAN GOV BOND R6 | Registered Investment Companies | — | — | $90K | 1.0% | |
| NUVEEN LC INDEX 2025 R6 | Registered Investment Companies | — | — | $52K | 0.6% | |
| DWS RREEF REAL EST SEC R6 | Registered Investment Companies | — | — | $51K | 0.6% | |
| FID MID CAP INDEX | Registered Investment Companies | — | — | $24K | 0.3% | |
| NUVEEN LC INDEX 2010 R6 | Registered Investment Companies | — | — | $15K | 0.2% | |
| VANGUARD TOT INTL STK IND ADM | Registered Investment Companies | — | — | $11K | 0.1% | |
| NUVEEN LC INDEX 2015 R6 | Registered Investment Companies | — | — | $11K | 0.1% | |
| NUVEEN LC INDEX 2030 R6 | Registered Investment Companies | — | — | $10K | 0.1% | |
| PUT SHORT DURATION INCOME - R6 | Registered Investment Companies | — | — | $7K | <0.1% | |
| NUVEEN LC INDEX 2020 R6 | Registered Investment Companies | — | — | $2K | <0.1% | |
| AMERICAN FUNDS NEW WORLD R6 98 REGISTERED INVESTMENT COMPANY NUV LIFECYCLE IDX RET INC R6 | Registered Investment Companies | — | — | $2K | <0.1% | |
| INTERNATIONAL EQUITY R1 WILMINGTONTRUST COMPANY · EIN 38-4139853 / PN 631 | Common Collective Trust | — | — | $682 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| INVESTMENT/FINANCIAL ADVI |
| $18K |
| — |
