How big is Seacoast Motorcycles, Inc.'s plan?

Seacoast Motorcycles, Inc.'s plan reported $8.0M in assets and 95 participants for 2024.

Original filing (PDF)20251015091149NAL0002066531001

Seacoast Motorcycles, Inc.

Name: Seacoast Motorcycles, Inc. — Seacoast Motorcycles, Form 5500 (2024)
Creator: Seacoast Motorcycles, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Seacoast Motorcycles, Inc. Retirement Plan

401(k) retirement plan · Seacoast Motorcycles, Inc.'s Seacoast Motorcycles, Inc. Retirement Plan held $8.0M in plan assets for 95 participants in 2024.

Signals · 4

Late participant contributions31% in single holdingHigh average account balance~87 bps in Sched C fees

Active participants

Accounts w/ balance

111

Plan assets (EOY)

$8.0M

Net assets (EOY)

$8.0M

People on this filing

Shawn Lillie signed Seacoast Motorcycles, Inc.'s 2024 Form 5500 as plan administrator.

Shawn Lillie — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Seacoast Motorcycles, Inc.'s EIN is 02-1245493.

EIN 02-1245493

Plan number 002

Plan year 2024

ACK ID 20251015091149NAL0002066531001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Seacoast Motorcycles, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Seacoast Motorcycles, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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How this plan invests

This plan

36 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 0K (0% of contributions).
Total administrative cost in the bottom quartile of peers (25th percentile).

Helping the score

High average account balance (95th percentile).

Plan sponsor

Name

SEACOAST MOTORCYCLES, INC.

EIN

all filings

Address

12 LAFAYETTE RD. · NORTH HAMPTON, NH · 03862

Phone

(603) 964-9959

Industry

Retail Trade

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-15

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Service providers (Schedule C)

2 rows

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
SUMMIT WEALTH GROUP	—	EXETER, NH	INVESTMENT ADVISOR	$49K	—

TPA / Administrator

Name	EIN	Location	Relation	Direct comp	Indirect comp
PCS RETIREMENT, LLC	23-3038464	—	CONTRACT ADMINISTRATOR	$21K	—

Investments

36 direct securities· $8.0M(100% of reported assets)

Other securities

$4.4M

23 holdings

Mutual Funds

$3.3M

10 holdings

Common Collective Trusts

$257K

1 holding

Common Stocks

$110K

2 holdings

					% of plan
Vanguard Total Stock Market ETF Mutual Fund	Mutual Funds	—	—	$2.4M	30.5%
iShares Core MSCI Total Instl Stk Mutual Fund	Other securities	—	—	$1.1M	14.0%
iShares Core US Aggregate Bond Mutual Fund	Other securities	—	—	$689K	8.6%
DoubleLine Total Return Bond I Mutual Fund	Other securities	—	—	$628K	7.8%
Vanguard Mega Cap ETF Mutual Fund	Mutual Funds	—	—	$434K	5.4%
Touchstone Small Cap Institutional Mutual Fund	Other securities	—	—	$302K	3.8%
iShares Core S&P 500 Mutual Fund	Common Collective Trusts	—	—	$257K	3.2%
Brandywine Global Opp Bond IS Mutual Fund ** 297 Causeway International Small Cap Mutual Fund	Other securities	—	—	$225K	2.8%
Wasatch International Opps Instl Mutual Fund ** 93 Driehaus Small Cap Growth Institutional Mutual Fund	Other securities	—	—	$224K	2.8%
iShares Core 1-5 Year USD Bond Mutual Fund	Other securities	—	—	$182K	2.3%
Brandywine Global High Yield I Mutual Fund	Other securities	—	—	$142K	1.8%
Nuveen Real Asset Income I Mutual Fund	Mutual Funds	—	—	$132K	1.6%
RiverPark Strategic Income Institutional Mutual Fund	Other securities	—	—	$118K	1.5%
JPMorgan Strategic Income Opports R5 Mutual Fund	Other securities	—	—	$114K	1.4%
Driehaus Event Driven Mutual Fund	Other securities	—	—	$113K	1.4%
DoubleLine Low Dur Emerg Mkts Fxd Inc I Mutual Fund	Common Stocks	—	—	$107K	1.3%
Palm Valley Capital Fund Investor Class Mutual Fund	Other securities	—	—	$104K	1.3%
through 2029 -0-	Other securities	—	—	$100K	1.2%
Vanguard Mid-Cap Index Adm Mutual Fund	Mutual Funds	—	—	$93K	1.2%
Vanguard Small Cap Index Adm Mutual Fund	Mutual Funds	—	—	$84K	1.0%
iShares Core Dividend Growth ETF Mutual Fund	Other securities	—	—	$81K	1.0%
iShares Core High Dividend Mutual Fund	Other securities	—	—	$67K	0.8%
William Blair Large Cap Growth Class R6 Mutual Fund	Other securities	—	—	$60K	0.7%
BNY Mellon Natural Resources I Mutual Fund	Other securities	—	—	$47K	0.6%
MFS Value R6 Mutual Fund	Mutual Funds	—	—	$24K	0.3%
JPMorgan High Yield R6 Mutual Fund	Other securities	—	—	$23K	0.3%
Vanguard Mid-Cap Growth Index Admiral Mutual Fund	Mutual Funds	—	—	$17K	0.2%
American Funds Europacific Growth R6 Mutual Fund	Mutual Funds	—	—	$16K	0.2%
Baron Emerging Markets Institutional Mutual Fund	Other securities	—	—	$13K	0.2%
Schwab Bank Savings Money Market Fund	Mutual Funds	—	—	$11K	0.1%
Vanguard Total Bond Market Index Adm Mutual Fund	Mutual Funds	—	—	$11K	0.1%
iShares Core MSCI Intl Dev Mrkts ETF Mutual Fund	Other securities	—	—	$10K	0.1%
iShares Core MSCI Emerging Markets Mutual Fund	Other securities	—	—	$7K	<0.1%
DoubleLine Low Duration Bond I Mutual Fund	Other securities	—	—	$6K	<0.1%
T. Rowe Price International Stock I Mutual Fund	Other securities	—	—	$3K	<0.1%
iShares Core US REIT ETF Mutual Fund	Common Stocks	—	—	$3K	<0.1%