Original filing (PDF)20250731082255NAL0002440787001

CPA ASSET MGMT GROUP LLC/DBA BLUE OCEAN CAPITAL

Name: CPA ASSET MGMT GROUP LLC/DBA BLUE OCEAN CAPITAL — BLUE OCEAN CAPITAL 401(K) PLAN, Form 5500 (2024)
Creator: CPA ASSET MGMT GROUP LLC/DBA BLUE OCEAN CAPITAL

Form 5500-SF

FILING_RECEIVED

BLUE OCEAN CAPITAL 401(K) PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$742K

Net assets (EOY)

$742K

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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (10th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (91st percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CPA ASSET MGMT GROUP LLC/DBA BLUE OCEAN CAPITAL.

Plan sponsor

Name

CPA ASSET MGMT GROUP LLC/DBA BLUE OCEAN CAPITAL

EIN

65-0754870all filings

Address

501 SOUTH FLAGLER DRIVE · SUITE 220 · WEST PALM BEACH, FL · 33401

Phone

(561) 659-3301

Industry

Finance & Insurancesee all

Plan administrator