Plan Sponsor signed Ocean Heights Advisors' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Ocean Heights Advisors' EIN is 85-2547894.
Download the official 2024 Form 5500 (PDF) for Ocean Heights Advisors from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Ocean Heights Advisors' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, automatic enrollment, a default investment (QDIA).
