Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
BLUE OCEAN BROKERAGE, LLC
EIN 26-2158230capital marketsLatest filing 2024
Plans
2
Retirement
2
$6.4M assets
Welfare
0
Participants
43
825 US HIGHWAY 1, SUITE 100 - JUPITER, FL 33477646-839-4044blueoceanbrokerage.comLinkedIn11-50 employeescapital markets
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $6.4M assets / 43 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
BLUE OCEAN BROKERAGE, LLC 401(K) & PROFIT SHARING PLAN
401k
Assets$5.5M
Participants26
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#004
BLUE OCEAN BROKERAGE, LLC DEFINED BENEFIT PLAN
TraditionalDB
Assets$906K
Participants17
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | BLUE OCEAN BROKERAGE, LLC 401(K) & PROFIT SHARING PLAN | 401k | $5.5M | 26 | 2024 | |
| 004 | BLUE OCEAN BROKERAGE, LLC DEFINED BENEFIT PLAN | TraditionalDB | $906K | 17 | 2024 |
Retirement plans