How big is Two Ocean Trust's plan?

Two Ocean Trust's plan reported $131K in assets and 9 participants for 2024.

Original filing (PDF)20250403124131NAL0015688784001

Two Ocean Trust

Name: Two Ocean Trust — Two Ocean Trust 401(k) Profit, Form 5500 (2024)
Creator: Two Ocean Trust
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Two Ocean Trust 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Two Ocean Trust's Two Ocean Trust 401(k) Profit Sharing Plan & Trust held $131K in plan assets for 9 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$131K

Net assets (EOY)

$131K

People on this filing

Albert Forkner signed Two Ocean Trust's 2024 Form 5500 as plan administrator.

Albert Forkner — 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

Two Ocean Trust's EIN is 84-3833105.

EIN 84-3833105

Plan number 001

Plan year 2024

ACK ID 20250403124131NAL0015688784001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

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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