Sponsor portfolio
OCEANIS FINANCIAL ADVISORS, INC.
EIN 47-2023519Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
1
Retirement
1
$772K assets
Welfare
0
Participants
2
40 SW 13TH STREET, SUITE 605 - MIAMI, FL 33130336-655-1400twitter.com/oceanisfaLinkedIn1-10 employees
Plans on this EIN
1 filingPlan 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 plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | OCEANIS FINANCIAL ADVISORS 401(K) PROFIT SHARING PLAN | 401k | $772K | 2 | 2025 |
Retirement plans