Retirement plan

OCEANVIEW LANDSCAPE, INC. 401(K) PLAN

Name: OCEANVIEW LANDSCAPE, INC. - OCEANVIEW LANDSCAPE, INC. 401(K) PLAN (2025) Form 5500
Creator: OCEANVIEW LANDSCAPE, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, OCEANVIEW LANDSCAPE, INC. 401(K) PLAN, OCEANVIEW LANDSCAPE, INC.

OCEANVIEW LANDSCAPE, INC.EIN 27-4757752Plan #001PY 2025

P.O. BOX 2623 - SOUTHAMPTON, NY 11969631-283-1663oceanviewlandscapes.comLinkedIn1-10 employeesenvironmental services

Prospect flagsLow participationLow fidelity bond

How to read this page

Total assets (EOY)

$948K

+42.9% from 2024

Total participants

-4.2% from 2024

Average account balance

$39,514

+42.9% from 2024

Annual return

17.85%

+8.49 pp from 2024

Benchmarks

See 1,332 peers

Peer group

Industry56 - Administrative and Support and Waste Management and Remediation Services

Plan typeDefined contribution

Participants25-99

Cohort1,332 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$948K

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$40K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

61.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$173K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$4K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+17.85%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$269

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2F2G2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

2 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$6K

$165 / participant

Other / not subdivided$6K100.0%

% of EOY assets

0.680%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$39,514

$58,057-31.9%

$97,032-59.3%

$86,983-54.6%

Participation rate

43.6%

60.4%-16.8pp

71.6%-28.0pp

69.5%-26.0pp

Annual return

17.85%

22.26%-4.4pp

35.38%-17.5pp

25.83%-8.0pp

Employer contribution / active EE

$1,390

$1,663-16.4%

$2,629-47.1%

$2,584-46.2%

Participant deferral / active EE

$3,038

$3,244-6.3%

$4,672-35.0%

$4,194-27.6%

Admin fee / account holder

$269

$4,839-94.4%

$9,418-97.1%

$7,856-96.6%

OCEANVIEW LANDSCAPE, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

OCEANVIEW LANDSCAPE, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion