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  1. Companies/
  2. Ocean Crest Advisors

Filings through Oct 24, 2026.

Ocean Crest Advisors

EIN 33-0645434-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
1
Retirement
1
$154K assets
Health & Benefits
0
Participants
3
4041 MACARTHUR BLVD, SUITE 180 - NEWPORT BEACH, CA 92660949-476-3223rittcpas.comLinkedIn1-10 employees
Plans on this EIN
1 filing
#001401(k)-$154K - 3 part

Plan summaries

The plan page shows fees vs peers, audit grade, asset history, contributions and Schedule C providers.

Retirement#001

OCEAN CREST ADVISORS 401(K) PLAN

401(k)

Assets$154K
Participants3
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
This company has one plan on file. Open the plan page to see all of its data.

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001OCEAN CREST ADVISORS 401(K) PLAN401(k)$154K32025
  • OCEAN CREST ADVISORS 401(K) PLAN$154K
    #001 · 401(k) · 20253
Retirement plans
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