Original filing (PDF)20250628141610NAL0025240546001

OCEAN WEALTH GROUP

Name: OCEAN WEALTH GROUP — OCEAN WEALTH GROUP 401(K) PLAN, Form 5500 (2024)
Creator: OCEAN WEALTH GROUP

Form 5500-SF

FILING_RECEIVED

OCEAN WEALTH GROUP 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$71K

Net assets (EOY)

$71K

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.

Decision-maker contacts

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

Plan sponsor

Name

OCEAN WEALTH GROUP

EIN

86-3699689all filings

Address

5550 MAIN ST · WILLIAMSVILLE, NY · 14221

Phone

(716) 863-7406

Industry

Finance & Insurancesee all

Plan administrator

Name

401GO, INC.

EIN

88-3928199

City

WEST JORDAN, UT

Phone

(801) 214-2125

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-06-28

Pension benefit codes

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)

2E · Profit-sharing

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

TERRIL BROTHERS INC

TERRIL BROTHERS INC MCF BENEFIT PLAN

$71K · 9 participants

FFG ADVISORS LLC

FFG ADVISORS LLC 401(K) PROFIT SHARING PLAN & TRUST

$71K · 4 participants

CLEARVIEW CONSULTING, LLC

LAKUNA CONSULTING 401(K) PLAN

$71K · 13 participants

SA NASCA INSURANCE AGENCY, INC.

SA NASCA INSURANCE AGENCY, INC. 401(K) PLAN

$71K · 4 participants

ENCOMPASS FINANCE GROUP

ENCOMPASS FINANCE GROUP 401(K) PROFIT SHARING PLAN

Researching more plans? Run a Form 5500 lookup by company name, EIN, or plan name.