Sponsor portfolio
CPA ASSET MGMT GROUP LLC/DBA BLUE OCEAN CAPITAL
EIN 65-0754870Finance and InsuranceLatest filing 2025
Plans
1
Retirement
1
$960K assets
Welfare
0
Participants
19
501 SOUTH FLAGLER DRIVE, SUITE 220 - WEST PALM BEACH, FL 33401561-659-3301
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 | BLUE OCEAN CAPITAL 401(K) PLAN | 401k | $960K | 19 | 2025 |
Retirement plans