Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
OCEAN HEART GROUP, LLC
EIN 27-2302952hospital & health careLatest filing 2024
Plans
2
Retirement
2
$5.5M assets
Welfare
0
Participants
85
1530 ROUTE 88 - BRICK, NJ 08724732-840-0600oceanheartgroup.comLinkedIn11-50 employeeshospital & health care
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $5.5M assets / 85 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#001
OCEAN HEART GROUP, LLC PROFIT SHARING PLAN
401k
Assets$3.3M
Participants51
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
OCEAN HEART GROUP, LLC CASH BALANCE PLAN
CashBalance
Assets$2.2M
Participants34
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | OCEAN HEART GROUP, LLC PROFIT SHARING PLAN | 401k | $3.3M | 51 | 2024 | |
| 002 | OCEAN HEART GROUP, LLC CASH BALANCE PLAN | CashBalance | $2.2M | 34 | 2024 |
Retirement plans