Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
WEALTH OCEAN INC
EIN 27-0947026import and exportLatest filing 2024
Plans
2
Retirement
2
$175K assets
Welfare
0
Participants
8
17870 CASTLETON ST STE 230 - CITY OF INDUSTRY, CA 91748949-679-1196wealthocean.comLinkedIn11-50 employeesimport and export
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $175K assets / 8 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#003
WEALTH OCEAN INC DEFINED CONTRIBUTION PLAN
401k
Assets$127K
Participants4
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
WEALTH OCEAN INC DEFINED BENEFIT PENSION PLAN
Retirement plan
Assets$48K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | WEALTH OCEAN INC DEFINED CONTRIBUTION PLAN | 401k | $127K | 4 | 2024 | |
| 002 | WEALTH OCEAN INC DEFINED BENEFIT PENSION PLAN | - | $48K | 4 | 2024 |
Retirement plans