How big is Blue Ocean Invest Group's plan?

Blue Ocean Invest Group's plan reported $2K in assets and 5 participants for 2024.

Original filing (PDF)20251126140426NAL0009464882001

Blue Ocean Invest Group

Name: Blue Ocean Invest Group — Blue Ocean Invest Group, Form 5500 (2024)
Creator: Blue Ocean Invest Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Blue Ocean Invest Group SOCA Benefit Plan

Health & welfare plan · Blue Ocean Invest Group's Blue Ocean Invest Group SOCA Benefit Plan held $2K in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$2K

Net assets (EOY)

$654

People on this filing

Matt Appenzeller signed Blue Ocean Invest Group's 2024 Form 5500 as plan administrator.

Matt Appenzeller — 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

Blue Ocean Invest Group's EIN is 92-1536011.

EIN 92-1536011

Plan number 501

Plan year 2024

ACK ID 20251126140426NAL0009464882001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Blue Ocean Invest Group's plan includes health coverage.

Decision-maker contacts

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

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Plan health score (directional)

Limited public data — directional only

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 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Helping the score