Tammy Steele signed Oceans Acquisition, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Oceans Acquisition, Inc.'s EIN is 46-1595657.
Download the official 2024 Form 5500 (PDF) for Oceans Acquisition, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Oceans Acquisition, Inc.'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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $227K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INVESTMENT MANAGEMENT L | 36-4317381 | — | INV ADV, PARTICIPANTS | $0 | — |
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 | |||||
|---|---|---|---|---|---|---|
| SCHWAB INDEXED RT TR FD 2010 CHARLES SCHWAB BANK · EIN 81-0625169 / PN 011 | Common Collective Trust | — | — | $18.7M | 90.3% | |
| Schwab Indexed Retirement 2035 | Mutual Funds | — | — | $4.4M | 21.1% | |
| Schwab Indexed Retirement 2045 | Mutual Funds | — | — | $2.7M | 13.1% | |
| Schwab Indexed Retirement 2050 | Mutual Funds | — | — | $2.6M | 12.6% | |
| Schwab Indexed Retirement 2030 | Mutual Funds | — | — | $2.4M | 11.7% | |
| Schwab Indexed Retirement 2040 | Mutual Funds | — | — | $2.1M | 10.1% | |
| Schwab Indexed Retirement 2055 | Mutual Funds | — | — | $1.4M | 6.7% | |
| Schwab Indexed Retirement 2025 | Mutual Funds | — | — | $1.2M | 6.0% | |
| Schwab Indexed Retirement 2060 | Mutual Funds | — | — | $718K | 3.5% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $573K | 2.8% | |
| Schwab Indexed Retirement 2020 | Mutual Funds | — | — | $492K | 2.4% | |
| Principal Fixed Income Guaranteed Option | Other securities | — | — | $472K | 2.3% | |
| MFS Growth Fund R6 | Mutual Funds | — | — | $304K | 1.5% | |
| Schwab Indexed Retirement 2015 | Mutual Funds | — | — | $294K | 1.4% | |
| Schwab Indexed Retirement 2065 | Mutual Funds | — | — | $257K | 1.2% | |
| Blackrock Total Return Fund K | Other securities | — | — | $101K | 0.5% | |
| Schwab Indexed Retirement 2010 | Mutual Funds | — | — | $95K | 0.5% | |
| Vanguard Developed Markets Index | Mutual Funds | — | — | $90K | 0.4% | |
| Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $78K | 0.4% | |
| Carillon Eagle Midcap Growth R6 Fund | Other securities | — | — | $68K | 0.3% | |
| Putnam Large Cap Value R6 Fund | Mutual Funds | — | — | $67K | 0.3% | |
| Fidelity Advisor International Z Fund | Mutual Funds | — | — | $66K | 0.3% | |
| Wasatch Core Growth Fund | Other securities | — | — | $58K | 0.3% | |
| Macquarie Emerging Markets R6 | Other securities | — | — | $35K | 0.2% | |
| Victory Sycamore R6 Fund | Other securities | — | — | $33K | 0.2% | |
| PIMCO Income Instl | Mutual Funds | — | — | $31K | 0.2% | |
| PRIN REAL ESTATE SECS SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 095 | Pooled Separate Account | — | — | $18K | <0.1% | |
| Fidelity Sm Cap Index Fund | Common Collective Trusts | — | — | $13K | <0.1% | |
| Goldman Small Cap Value R6 Fund | Other securities | — | — | $12K | <0.1% | |
| SCHWAB INDEXED RT TR FD 2015 CHARLES SCHWAB BANK · EIN 81-0625169 / PN 006 | Common Collective Trust | — | — | $0 | <0.1% | |
| SCHWAB INDEXED RT TR FD 2020 CHARLES SCHWAB BANK · EIN 81-0625169 / PN 013 | Common Collective Trust | — | — | $0 | <0.1% | |
| SCHWAB INDEXED RT TR FD 2025 CHARLES SCHWAB BANK · EIN 81-0625169 / PN 007 | Common Collective Trust | — | — | $0 | <0.1% | |
| SCHWAB INDEXED RT TR FD 2030 CHARLES SCHWAB BANK · EIN 81-0625169 / PN 015 | Common Collective Trust | — | — | $0 | <0.1% | |
| SCHWAB INDEXED RT TR FD 2035 CHARLES SCHWAB BANK · EIN 81-0625169 / PN 008 | Common Collective Trust | — | — | $0 | <0.1% | |
| SCHWAB INDEXED RT TR FD 2040 CHARLES SCHWAB BANK · EIN 81-0625169 / PN 017 | Common Collective Trust | — | — | $0 | <0.1% | |
| SCHWAB INDEXED RT TR FD 2045 CHARLES SCHWAB BANK · EIN 81-0625169 / PN 009 | Common Collective Trust | — | — | $0 | <0.1% | |
| SCHWAB INDEXED RT TR FD 2050 CHARLES SCHWAB BANK · EIN 81-0625169 / PN 019 | Common Collective Trust | — | — | $0 | <0.1% | |
| SCHWAB INDEXED RT TR FD 2060 CHARLES SCHWAB BANK · EIN 81-0625169 / PN 024 | Common Collective Trust | — | — | $0 | <0.1% | |
| SCHWAB INDEXED RT TR FD 2055 CHARLES SCHWAB BANK · EIN 81-0625169 / PN 021 | Common Collective Trust | — | — | $0 | <0.1% | |
| SCHWAB INDEXED RT TR FD 2065 CHARLES SCHWAB BANK · EIN 81-0625169 / PN 025 | Common Collective Trust | — | — | $0 | <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 |
|---|---|---|---|---|---|
| SAGEVIEW ADVISORY GROUP, LLC | 33-0818667 | — | INV ADV, PARTICIPANTS | $0 | — |
