Tonya Green signed Ocean Associates, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Ocean Associates, Inc.'s EIN is 71-0931202.
Download the official 2024 Form 5500 (PDF) for Ocean Associates, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Ocean Associates, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 | — |
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 | |||||
|---|---|---|---|---|---|---|
| T.ROWE PRICE RETIREMENT 2050-R | Registered Investment Companies | — | — | $1.3M | 15.3% | |
| T.ROWE PRICE RETIREMENT 2040-R | Registered Investment Companies | — | — | $1.2M | 14.3% | |
| T.ROWE PRICE RETIREMENT 2030-R | Registered Investment Companies | — | — | $627K | 7.2% | |
| VANGUARD 500 INDEX FUND - ADM | Registered Investment Companies | — | — | $544K | 6.3% | |
| STATE ST S&P 500 IDX IX STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 344 | Common Collective Trust | — | — | $497K | 5.7% | |
| STATE ST RUSS SC IDX VIII STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 340 | Common Collective Trust | — | — | $474K | 5.5% | |
| BLACKROCK EQUITY DIVIDEND - A | Registered Investment Companies | — | — | $335K | 3.9% | |
| T.ROWE PRICE RETIREMENT 2020-R | Registered Investment Companies | — | — | $317K | 3.6% | |
| COL SELIGMAN TECH AND INFO A | Registered Investment Companies | — | — | $289K | 3.3% | |
| VANGUARD SM CAP VAL INDEX ADM | Registered Investment Companies | — | — | $217K | 2.5% | |
| ALGER CAPITAL APPR INSTIT - I | Registered Investment Companies | — | — | $192K | 2.2% | |
| VANGUARD LARGE CAP INDEX ADM | Registered Investment Companies | — | — | $191K | 2.2% | |
| INVESCO SMALL CAP VALUE A | Registered Investment Companies | — | — | $191K | 2.2% | |
| VANGUARD TOT BND MKT IND- ADM | Registered Investment Companies | — | — | $181K | 2.1% | |
| VANG TOT STK MKT IDX - ADMIRAL | Registered Investment Companies | — | — | $172K | 2.0% | |
| VANGUARD MID CAP VALUE IND ADM | Registered Investment Companies | — | — | $150K | 1.7% | |
| STATE ST S&P MD CP IDX NL J STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 347 | Common Collective Trust | — | — | $137K | 1.6% | |
| VIRTUS SILVANT FOCUSED GR A | Registered Investment Companies | — | — | $132K | 1.5% | |
| FIDELITY ADVISOR SMALL CAP - M | Registered Investment Companies | — | — | $128K | 1.5% | |
| STATE ST INTL IDX SECLEND VIII STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 336 | Common Collective Trust | — | — | $123K | 1.4% | |
| INVESCO STABLE ASSET INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $122K | 1.4% | |
| INVESCO GOLD & SPEC MIN -A | Registered Investment Companies | — | — | $108K | 1.2% | |
| TROWE PRICE INTL VALUE EQ ADV | Registered Investment Companies | — | — | $101K | 1.2% | |
| INVESCO OPP INTL GROWTH - A | Registered Investment Companies | — | — | $94K | 1.1% | |
| VANGUARD GROWTH INDEX FUND ADM | Registered Investment Companies | — | — | $93K | 1.1% | |
| PUTNAM HIGH YIELD A | Registered Investment Companies | — | — | $86K | 1.0% | |
| VANGUARD BAL IDX - ADM | Registered Investment Companies | — | — | $71K | 0.8% | |
| NATIONWIDE INTL INDEX - A | Registered Investment Companies | — | — | $68K | 0.8% | |
| PIMCO TOTAL RETURN FUND - A | Registered Investment Companies | — | — | $64K | 0.7% | |
| VICTORY RS LARGE CAP ALPHA A | Registered Investment Companies | — | — | $58K | 0.7% | |
| AMERCENT HERITAGE FUND - A | Registered Investment Companies | — | — | $56K | 0.6% | |
| VAN STAR - INV | Registered Investment Companies | — | — | $52K | 0.6% | |
| T.ROWE PRICE RETIREMENT 2010-R 434 REGISTERED INVESTMENT COMPANY NATIONWIDE S&P 500 INDEX FD -A | Registered Investment Companies | — | — | $49K | 0.6% | |
| FIDELITY ADV EQUITY INCOME - M | Registered Investment Companies | — | — | $47K | 0.5% | |
| INVESCO ENERGY - A | Registered Investment Companies | — | — | $38K | 0.4% | |
| VICTORY ESTABLISHED VALUE A | Registered Investment Companies | — | — | $26K | 0.3% | |
| ALGER SMALL CAP GROWTH INSTL-I | Registered Investment Companies | — | — | $22K | 0.2% | |
| T. ROWE PRICE RETIRE BALANCE R | Registered Investment Companies | — | — | $19K | 0.2% | |
| THORNBURG INTL EQUITY - R4 | Registered Investment Companies | — | — | $17K | 0.2% | |
| NATIONWIDE SMALL CAP INDEX A | Registered Investment Companies | — | — | $15K | 0.2% | |
| PUTNAM MORTGAGE SECURITIES A | Registered Investment Companies | — | — | $5K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
