How big is Three Ocean Partners, LLC's plan?

Three Ocean Partners, LLC's plan reported $271K in assets and 6 participants for 2024.

Original filing (PDF)20251109101118NAL0002831265001

Three Ocean Partners, LLC

Name: Three Ocean Partners, LLC — Three Ocean Partners, Form 5500 (2024)
Creator: Three Ocean Partners, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Three Ocean Partners, LLC 401(k) Plan

401(k) retirement plan · Three Ocean Partners, LLC's Three Ocean Partners, LLC 401(k) Plan held $271K in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$271K

Net assets (EOY)

$271K

People on this filing

Allen Goldman signed Three Ocean Partners, LLC's 2024 Form 5500 as plan administrator.

Allen Goldman — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Three Ocean Partners, LLC's EIN is 27-5336655.

EIN 27-5336655

Plan number 001

Plan year 2024

ACK ID 20251109101118NAL0002831265001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Three Ocean Partners, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Three Ocean Partners, LLC'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 THREE OCEAN PARTNERS, LLC.

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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 account-holder ratio — balance-holders per active participant in the top 15% of peers (97th percentile).

Plan sponsor

Name

THREE OCEAN PARTNERS, LLC

EIN

all filings

Address

551 FIFTH AVENUE 38TH FLOOR · NEW YORK, NY · 10176

Phone

(212) 213-4436

Industry

Finance & Insurance

Plan administrator