· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
OCEANIC ENTERPRISES LLC — OCEANIC ENTERPRISES LLC 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250924113044NAL0008082224001
OCEANIC ENTERPRISES LLC
Form 5500-SF
FILING_RECEIVED
OCEANIC ENTERPRISES LLC 401(K) PLAN
401(k) retirement plan
Signals · 1
No auditor on file
Active participants
293
Accounts w/ balance
9
Plan assets (EOY)
$218K
Net assets (EOY)
$218K
Plan health score (directional)
72
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
60
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
OCEANIC ENTERPRISES LLC
.
Find decision makers
Plan sponsor
Name
OCEANIC ENTERPRISES LLC
EIN
82-4655336
Address
9685 VIA EXCELENCIA · SUITE 208 · SAN DIEGO, CA · 92126
Phone
(619) 780-0974
Industry
Accommodation & Food Services
see 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
2025-09-24
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Accommodation & Food Services plans
SHAH ENTERPRISES, INC.
SHAH ENTERPRISES, INC. PROFIT SHARING PLAN
$218K · 18 participants
HYS MANAGEMENT, INC.
HYS MANAGEMENT, INC. DEFINED BENEFIT PLAN
$218K · 15 participants
KNR HOSPITALITY, LLC
KNR HOSPITALITY 401(K) PLAN
$219K · 3 participants
SIDNEY JAMES MOTOR LODGE
SIDNEY JAMES 401(K) PROFIT SHARING PLAN
$219K · 36 participants
TROUT HOUSE VILLAGE RESORT, LLC
TROUT HOUSE VILLAGE RESORT, LLC 401(K) PLAN
$216K · 12 participants
65
Knocking points off
No independent qualified public accountant (IQPA) named.
Only 3% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
CORE TECH RESORT, LLC
CORE TECH RESORT 401(K) RETIREMENT SAVINGS PLAN
$216K · 21 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B
