Astrid Cobaleda signed Ocean Bank's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Ocean Bank's EIN is 59-2237280.
Download the official 2024 Form 5500 (PDF) for Ocean Bank from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Ocean Bank's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, 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 |
|---|---|---|---|---|---|
| T ROWE PRICE RPS INC | — | BALTIMORE, MD | NONE | $82K | — |
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 | |||||
|---|---|---|---|---|---|---|
| AON HEWITT GROWTH FUND AON TRUST COMPANY · EIN 37-6543784 / PN 009 | Common Collective Trust | — | — | $24.8M | 23.1% | |
| TRP STABLE VALUE COMMON TRUST FUND T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $21.1M | 19.7% | |
| STATE STREET TRGT RET 2035 IV STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 35-6528132 / PN 024 | Common Collective Trust | — | — | $8.9M | 8.2% | |
| STATE STREET S&P 500 INDEX STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 04-0025081 / PN 078 | Common Collective Trust | — | — | $8.8M | 8.2% | |
| STATE STREET TRGT RET 2030 IV STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 35-6528132 / PN 023 | Common Collective Trust | — | — | $7.6M | 7.1% | |
| STATE STREET TRGT RET 2040 IV STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 35-6528132 / PN 025 | Common Collective Trust | — | — | $6.6M | 6.2% | |
| STATE STREET TRGT RET 2025 IV STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 35-6528132 / PN 022 | Common Collective Trust | — | — | $5.8M | 5.4% | |
| STATE STREET TRGT RET 2045 IV STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 35-6528132 / PN 026 | Common Collective Trust | — | — | $4.6M | 4.3% | |
| participants 8.50%, various maturities | Bonds / Notes | — | — | $3.3M | 3.1% | |
| STATE STREET TRGT RET 2050 IV STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 35-6528132 / PN 027 | Common Collective Trust | — | — | $2.8M | 2.6% | |
| STATE ST SMMID CAP IDX CL II STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 32-6528132 / PN 019 | Common Collective Trust | — | — | $2.0M | 1.8% | |
| AON HEWITT INCOME FUND AON TRUST COMPANY · EIN 37-6543784 / PN 010 | Common Collective Trust | — | — | $1.9M | 1.7% | |
| STATE STREET TRGT RET INC IV STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 35-6528132 / PN 030 | Common Collective Trust | — | — | $1.8M | 1.7% | |
| Various Self-Directed Brokerage Account | Self-Directed Brokerage | — | — | $1.8M | 1.6% | |
| STATE STREET TRGT RET 2055 IV STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 35-6528132 / PN 028 | Common Collective Trust | — | — | $1.5M | 1.4% | |
| STATE STREET TRGT RET 2020 IV STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 35-6528132 / PN 021 | Common Collective Trust | — | — | $1.1M | 1.1% | |
| STATE STREET U.S. BOND INDEX STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 477 | Common Collective Trust | — | — | $920K | 0.9% | |
| STATE ST GL ALL CP EQ EX US ID STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 444 | Common Collective Trust | — | — | $712K | 0.7% | |
| STATE STREET TRGT RET 2060 IV STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 35-6528132 / PN 029 | Common Collective Trust | — | — | $504K | 0.5% | |
| STATE STREET TRGT RET 2065 IV STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 35-6528132 / PN 045 | Common Collective Trust | — | — | $449K | 0.4% | |
| AON HEWITT INFLATION FUND AON TRUST COMPANY · EIN 37-6543784 / PN 011 | Common Collective Trust | — | — | $429K | 0.4% | |
| US Treasury Money Market Mutual US Treasury Fund | U.S. Treasuries | — | — | $8K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| $17K |
| — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $121 | — |
