Sponsor portfolio
OCEAN WEALTH GROUP
EIN 86-3699689financial servicesLatest filing 2025
Plans
1
Retirement
1
$99K assets
Welfare
0
Participants
4
5550 MAIN ST - WILLIAMSVILLE, NY 14221716-863-7406oceanwealthgroup.comLinkedIn1-10 employeesfinancial services
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 | OCEAN WEALTH GROUP 401(K) PLAN | 401k | $99K | 4 | 2025 |
Retirement plans