Sea Coast/Oceanview Retirement Plan
Sponsored by Ocean View Management Company · EIN 010485403 · Plan #001
- Total assets
- $5.5M
- Net assets
- $5.5M
- Active participants
- 169
- With balances
- 120
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Bath Savings Institution | Investment advisory (participants) | $14,187 |
| Epic Advisors | Recordkeeping, Investment management, Sub-transfer agency fees | $9,864 |
| The Tpa Experts | Recordkeeping fees | $5,667 |