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Sponsor portfolio

BLUE OCEAN REALTY LLC

EIN 47-2648001-Real Estate and Rental and Leasing-Latest filing 2024
Plans
2
Retirement
2
$1.6M assets
Welfare
0
Participants
34
15 NORTH BEACON ST., SUITE NR1A - BOSTON, MA 02134802-578-1372
Plans on this EIN
2 filings
#002CashBalance-$865K - 14 part#001401k-$692K - 20 part

Retirement portfolio analytics

2 plans aggregated / $1.6M assets / 34 participants

Assets by plan

Share of aggregate retirement assets

56%top
  • CASH BALANCE PLAN (#002)56%
  • BLUE OCEAN 401(K) (#001)44%
Total $1.6MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • BLUE OCEAN 401(K) (#001)20
  • CASH BALANCE PLAN (#002)14
Total 34Click row to drill in

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 CASH BALANCE PLAN

CashBalance

Assets$865K
Participants14
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

BLUE OCEAN 401(K) PLAN

401k

Assets$692K
Participants20
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002BLUE OCEAN CASH BALANCE PLANCashBalance$865K142024
001BLUE OCEAN 401(K) PLAN401k$692K202024
Retirement plans
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