Assets by plan
Share of aggregate retirement assets
Share of aggregate retirement assets
Active + retired + deferred vested
TraditionalDB
ProfitSharing
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | OCEAN WEST CAPITAL PARTNERS LP CASH BALANCE PLAN | TraditionalDB | $1.2M | 24 | 2025 | |
| 002 | OCEAN WEST CAPITAL PARTNERS LP PROFIT SHARING PLAN | ProfitSharing | $378K | 21 | 2025 |