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OCEAN HEIGHTS ADVISORS

EIN 85-2547894-investment management-Latest filing 2024
Plans
1
Retirement
1
$6.8M assets
Welfare
0
Participants
7
660 NEWPORT CENTER DRIVE, SUITE 700 - NEWPORT BEACH, CA 92660949-715-2126oceanheightsadvisors.comLinkedIn1-10 employeesinvestment management
Plans on this EIN
1 filing
#001401k-$6.8M - 7 part

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Retirement#001

OCEAN HEIGHTS ADVISORS RETIREMENT TRUST

401k

Assets$6.8M
Participants7
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Single plan on file. The full analytics live on the plan detail page - drill in to see them.

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001OCEAN HEIGHTS ADVISORS RETIREMENT TRUST401k$6.8M72024
Retirement plans
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