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Sponsor portfolio

BLUE OCEAN BUILDERS, INC.

EIN 01-0743073-Construction-Latest filing 2024
Plans
2
Retirement
2
$1.4M assets
Welfare
0
Participants
51
7920 SW JACK JAMES DRIVE - STUART, FL 34997772-872-6422
Plans on this EIN
2 filings
#001401k-$859K - 26 part#002CashBalance-$568K - 25 part

Retirement portfolio analytics

2 plans aggregated / $1.4M assets / 51 participants

Assets by plan

Share of aggregate retirement assets

60%top
  • PROFIT SHARING PLAN (#001)60%
  • CASH BALANCE PENSION (#002)40%
Total $1.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)26
  • CASH BALANCE PENSION (#002)25
Total 51Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

BLUE OCEAN BUILDERS, INC. 401(K) PROFIT SHARING PLAN

401k

Assets$859K
Participants26
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

BLUE OCEAN BUILDERS, INC., CASH BALANCE PENSION PLAN

CashBalance

Assets$568K
Participants25
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001BLUE OCEAN BUILDERS, INC. 401(K) PROFIT SHARING PLAN401k$859K262024
002BLUE OCEAN BUILDERS, INC., CASH BALANCE PENSION PLANCashBalance$568K252024
Retirement plans
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