Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
THE ACADEMY AT OCEAN REEF, INC.
EIN 65-0146241higher educationLatest filing 2025
Plans
2
Retirement
2
$1.4M assets
Welfare
0
Participants
48
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.4M assets / 48 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
ACADEMY AT OCEAN REEF DEFINED CONTRIBUTION RETIREMENT PLAN
403b
Assets$761K
Participants27
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
ACADEMY AT OCEAN REEF 403(B) TDA PLAN
403b
Assets$619K
Participants21
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | ACADEMY AT OCEAN REEF DEFINED CONTRIBUTION RETIREMENT PLAN | 403b | $761K | 27 | 2025 | |
| 002 | ACADEMY AT OCEAN REEF 403(B) TDA PLAN | 403b | $619K | 21 | 2025 |
Retirement plans