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  2. OCEAN WEST CAPITAL PARTNERS, LP
Sponsor portfolio

OCEAN WEST CAPITAL PARTNERS, LP

EIN 84-4294774-real estate-Latest filing 2025
Plans
2
Retirement
2
$1.6M assets
Welfare
0
Participants
45
2101 ROSECRANS AVENUE, #3270 - EL SEGUNDO, CA 90245310-991-2582oceanwestcp.comLinkedIn51-200 employeesreal estate
Plans on this EIN
2 filings
#003TraditionalDB-$1.2M - 24 part#002ProfitSharing-$378K - 21 part

Retirement portfolio analytics

2 plans aggregated / $1.6M assets / 45 participants

Assets by plan

Share of aggregate retirement assets

76%top
  • CASH BALANCE PLAN (#003)76%
  • PROFIT SHARING PLAN (#002)24%
Total $1.6MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CASH BALANCE PLAN (#003)24
  • PROFIT SHARING PLAN (#002)21
Total 45Click 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#003

OCEAN WEST CAPITAL PARTNERS LP CASH BALANCE PLAN

TraditionalDB

Assets$1.2M
Participants24
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

OCEAN WEST CAPITAL PARTNERS LP PROFIT SHARING PLAN

ProfitSharing

Assets$378K
Participants21
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
003OCEAN WEST CAPITAL PARTNERS LP CASH BALANCE PLANTraditionalDB$1.2M242025
002OCEAN WEST CAPITAL PARTNERS LP PROFIT SHARING PLANProfitSharing$378K212025
Retirement plans
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