How big is The Ocean Agency's plan?

The Ocean Agency's plan reported $264K in assets and 2 participants for 2024.

Original filing (PDF)20250717094350NAL0000017907001

The Ocean Agency

Name: The Ocean Agency — Form 5500 (2024)
Creator: The Ocean Agency
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Ocean Agency

401(k) retirement plan · The Ocean Agency held $264K in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$264K

Net assets (EOY)

$264K

People on this filing

Stephanie TATE signed The Ocean Agency's 2024 Form 5500 as plan administrator.

Stephanie TATE — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

The Ocean Agency's EIN is 84-3398911.

EIN 84-3398911

Plan number 001

Plan year 2024

ACK ID 20250717094350NAL0000017907001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for The Ocean Agency from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

The Ocean Agency's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THE OCEAN AGENCY.

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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

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (92nd percentile).

Plan sponsor

Name

THE OCEAN AGENCY

EIN

all filings

Address

8 EADIE STREET · NEWPORT, RI · 02840

Phone

(717) 497-6670

Industry

All Other Professional Services· Professional & Technical Services

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

2025-07-17

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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