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Original filing (PDF)20250827122315NAL0004970499001
OCEAN FLEET SERVICES, INC.
Form 5500
FILING_RECEIVED
OCEAN FLEET SERVICES 401(K) PLAN
401(k) retirement plan
Signals · 1
7 service providers
Active participants
468
Accounts w/ balance
264
Plan assets (EOY)
$31.4M
Net assets (EOY)
$31.4M
How this plan invests
This plan
2 pooled trusts
Schedule D
30 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
80
Knocking points off
- 56% balance-to-active ratio — below typical for a healthy 401(k).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for OCEAN FLEET SERVICES, INC..
Plan sponsor
Name
OCEAN FLEET SERVICES, INC.
EIN
82-3103392
Address
2000 NORTHGATE COMMERCE PARKWAY · SUFFOLK, VA · 23435
Phone
(206) 739-5615
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-08-27
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
WARREN AVERRETT
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
7 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $55K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GALLAGHER BENEFIT SERVICES INC DBA | — | CLEVELAND, OH | INVESTMENT ADVISOR | $25K | — |
Other
5| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $23K | — |
| EMPOWER FINANCIAL SERVICES, INC. | — | GREENWOOD VILLAGE, CO | OTHERS | $125 | — |
| EMPOWER FINANCIAL SERVICES, INC. | — | GREENWOOD VILLAGE, CO | OTHERS | $20 | — |
| EMPOWER FINANCIAL SERVICES, INC. | — | GREENWOOD VILLAGE, CO | OTHERS | $0 | — |
| EMPOWER FINANCIAL SERVICES, INC. | — | GREENWOOD VILLAGE, CO | OTHERS | $0 | — |
Investments
30 direct securities · 2 pooled funds· $31.3M(100% of reported assets)
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.
Uncategorized
$26.5M
29 holdings
Mutual Funds
$4.8M
1 holding
Pooled Separate Account
$0
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Blackrock Lifepath Index Retire K Registered investment company | Mutual Funds | — | — | $4.8M | 15.4% | |
| Blackrock Lifepath Index 2030 K Registered investment company | — | — | — | $2.9M | 9.1% | |
| Blackrock Lifepath Index 2050 K Registered investment company | — | — | — | $2.3M | 7.4% | |
| Blackrock Lifepath Index 2035 K Registered investment company | — | — | — | $2.2M | 7.1% | |
| Blackrock Lifepath Index 2055 K Registered investment company | — | — | — | $2.2M | 7.0% | |
| Vanguard Growth Index - Admiral Registered investment company | — | — | — | $1.6M | 5.0% | |
| Blackrock Lifepath Index 2045 K Registered investment company | — | — | — | $1.5M | 4.7% | |
| Putnam Large Cap Growth I Registered investment company | — | — | — | $1.3M | 4.0% | |
| Vanguard Total INTL Stock Index Admiral Registered investment company | — | — | — | $1.2M | 4.0% | |
| Vanguard 500 Index Admiral Registered investment company | — | — | — | $1.2M | 3.7% | |
| Fidelity US Bond Index Registered investment company | — | — | — | $1.1M | 3.6% | |
| Blackrock Lifepath Index 2060 K Registered investment company | — | — | — | $1.1M | 3.5% | |
| Columbia Dividend Value (IS PLTM) Registered investment company | — | — | — | $836K | 2.7% | |
| Empower Select Guaranteed Fund Group annuity contract | — | — | — | $803K | 2.6% | |
| Guggenheim Total Return Bond R6 Registered investment company | — | — | — | $802K | 2.6% | |
| Vanguard Small Cap Index Adm Registered investment company | — | — | — | $799K | 2.5% | |
| American Funds Europacific Gr R6 Registered investment company | — | — | — | $573K | 1.8% | |
| Vanguard Mid-Cap Index Adm Registered investment company | — | — | — | $558K | 1.8% | |
| Vanguard Value Index - Admiral Registered investment company | — | — | — | $548K | 1.7% | |
| American Funds New World R6 Registered investment company | — | — | — | $546K | 1.7% | |
| Blackrock Lifepath Index 2040 K Registered investment company | — | — | — | $453K | 1.4% | |
| Vanguard Small Cap Value Index Admiral Registered investment company | — | — | — | $380K | 1.2% | |
| Fidelity Inflation-Prot Bd Index Registered investment company | — | — | — | $361K | 1.1% | |
| Ab Global Bond Z Registered investment company | — | — | — | $258K | 0.8% | |
| Dws Reef Real Estate Securities Instl Registered investment company | — | — | — | $255K | 0.8% | |
| Participant Loans Various participants with rates ranging from 4.00%-9.50% | — | — | — | $239K | 0.8% | |
| Vanguard International Value Fund Registered investment company | — | — | — | $217K | 0.7% | |
| Empower Self-Directed Account Self-directed account | — | — | — | $181K | 0.6% | |
| JPMorgan Mid-Cap Growth R6 Registered investment company | — | — | — | $112K | 0.4% | |
| Vanguard Small Cap Growth Index Admiral Registered investment company | — | — | — | $27K | <0.1% | |
| COLUMBIA DIVIDEND VALUE EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 785 | Pooled Separate Account | — | — | $0 | <0.1% | |
| T ROWE PRICE US LARGE CAP GROWTH EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 828 | Pooled Separate Account | — | — | $0 | <0.1% |
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