# Ocean Associates, INC. 401(k) Plan
Source: https://planprovider.pro/companies/ocean-associates-inc-401k-plan

> Ocean Associates, INC.&#39;s 401(k) plan: 141 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Ocean Associates, INC.

- **Sponsor EIN:** 710931202

- **Sponsor Address:** 4007 N. ABINGDON STREET, ARLINGTON, VA, 22207

- **Plan Type:** 401(k)

- **Total Participants:** 141

- **Total Assets:** $8.7M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|141|$8.7M|$160,614|$895,029|

| 2023|102|$6.8M|$152,151|$682,862|

| 2022|88|$5.3M|$152,314|$690,928|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| MATTHEWS, CARTER & BOYCE, PC|Auditor|—|—|$0|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $0

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$3,085|$1,570|—|—|—|

| 2023|$2,091|$1,046|—|—|—|

| 2022|$1,955|—|—|—|—|

## Similar Plans

- [Trimetrix, INC.](https://planprovider.pro/companies/trimetrix-inc-401k-plan) — 140 participants

- [Dean & Company Strategy Consultants, LLC](https://planprovider.pro/companies/dean-company-strategy-consultants-llc-401k-plan) — 138 participants

- [Symplicity Corporation](https://planprovider.pro/companies/symplicity-corporation-401k-plan) — 138 participants

- [Maxisiq, INC.](https://planprovider.pro/companies/iomaxis-401k-plan) — 137 participants

- [Crl Technologies, INC.](https://planprovider.pro/companies/crl-technologies-inc-plan-001) — 136 participants

- [Oct Consulting, LLC.](https://planprovider.pro/companies/oct-consulting-llc-plan) — 146 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/ocean-associates-inc-401k-plan)

&copy; 2026 PlanProvider.Pro
