PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. OCEAN ROAD ADVISORS INC
Sponsor portfolio

OCEAN ROAD ADVISORS INC

EIN 20-3918327-executive office-Latest filing 2025
Plans
1
Retirement
1
$5.0M assets
Welfare
0
Participants
19
70 E 55TH ST FL 25 - NEW YORK, NY 100223360212-389-6508oceanroadadvisers.comLinkedIn11-50 employeesexecutive office
Plans on this EIN
1 filing
#001401k-$5.0M - 19 part

Plan deep-dives

Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.
Retirement#001

OCEAN ROAD ADVISORS INC 401(K) PROFIT SHARING PLAN & TRUST

401k

Assets$5.0M
Participants19
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Single plan on file. The full analytics live on the plan detail page - drill in to see them.

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001OCEAN ROAD ADVISORS INC 401(K) PROFIT SHARING PLAN & TRUST401k$5.0M192025
Retirement plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica