How big is Seacorp, LLC's plan?

Seacorp, LLC's plan reported $147.5M in assets and 643 participants for 2024.

Original filing (PDF)20251013111958NAL0000529187001

Seacorp, LLC

Name: Seacorp, LLC — Seacorp, LLC 401(k) Profit Sharing, Form 5500 (2024)
Creator: Seacorp, LLC
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Seacorp, LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Seacorp, LLC's Seacorp, LLC 401(k) Profit Sharing Plan held $147.5M in plan assets for 643 participants in 2024, with Fidelity as recordkeeper.

Signals · 2

Late participant contributionsCorrective distributions issued

Active participants

643

Accounts w/ balance

775

Plan assets (EOY)

$147.5M

Net assets (EOY)

$147.5M

People on this filing

Jenny Patridge signed Seacorp, LLC's 2024 Form 5500 as plan administrator.

Jenny Patridge — 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

Seacorp, LLC's EIN is 05-0392482.

EIN 05-0392482

Plan number 001

Plan year 2024

ACK ID 20251013111958NAL0000529187001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SEACORP, LLC.

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How this plan invests

This plan

32 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) — 6K (0% of contributions).
Corrective distributions issued (likely failed ADP/ACP testing).

Plan sponsor

Name

SEACORP, LLC

EIN

all filings

Address

AQUIDNECK CORPORATE PARK · 62 JOHNNY CAKE HILL · MIDDLETOWN, RI · 02842

Phone

(401) 847-2260

Industry

Engineering Services· Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-13

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

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$15K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
MORGAN STANLEY SMITH BARNEY LLC	20-8764829	—	INVESTMENT ADVISOR	$138K	—

Investments

32 direct securities· $143.1M(97% of reported assets)

Mutual Funds

$96.7M

23 holdings

Common Collective Trusts

$41.7M

5 holdings

Other securities

$3.7M

3 holdings

Bonds / Notes

$1.0M

1 holding

					% of plan
Fidelity 500 Index Fund Mutual Fund NR	Common Collective Trusts	—	—	$30.7M	20.8%
Fidelity Advisor Equity Growth Fund Mutual Fund NR	Mutual Funds	—	—	$17.6M	12.0%
American Funds 2030 Target Date Retirement Fund Mutual Fund NR	Mutual Funds	—	—	$9.0M	6.1%
American Funds Washington Mutual Investors Fund Mutual Fund NR	Mutual Funds	—	—	$7.7M	5.2%
American Funds 2025 Target Date Retirement Fund Mutual Fund NR	Mutual Funds	—	—	$6.7M	4.5%
Janus Henderson Enterprise Fund Mutual Fund NR	Mutual Funds	—	—	$6.6M	4.5%
Fidelity Advisor Strategic Income Fund Mutual Fund NR	Mutual Funds	—	—	$6.5M	4.4%
Fidelity Government Money Market Fund Mutual Fund NR	Mutual Funds	—	—	$6.1M	4.2%
Fidelity Advisor Total Bond Fund I Mutual Fund NR	Mutual Funds	—	—	$5.4M	3.7%
American Funds 2050 Target Date Retirement Fund Mutual Fund NR	Mutual Funds	—	—	$4.5M	3.0%
Fidelity Small Cap Index Fund Mutual Fund NR	Common Collective Trusts	—	—	$3.9M	2.7%
MFS International Diversification Fund Mutual Fund NR	Mutual Funds	—	—	$3.7M	2.5%
Fidelity International Index Fund Mutual Fund NR	Common Collective Trusts	—	—	$3.6M	2.4%
American Funds 2060 Target Date Retirement Fund Mutual Fund NR	Mutual Funds	—	—	$3.5M	2.4%
American Funds 2035 Target Date Retirement Fund Mutual Fund NR	Mutual Funds	—	—	$3.4M	2.3%
American Funds 2055 Target Date Retirement Fund Mutual Fund NR	Mutual Funds	—	—	$3.4M	2.3%
American Funds 2020 Target Date Retirement Fund Mutual Fund NR	Mutual Funds	—	—	$2.7M	1.8%
American Funds 2040 Target Date Retirement Fund Mutual Fund NR	Mutual Funds	—	—	$2.7M	1.8%
Fidelity Mid Cap Index Fund Mutual Fund NR	Common Collective Trusts	—	—	$2.7M	1.8%
Fidelity Advisor International Capital Appreciation Fund Mutual Fund NR	Mutual Funds	—	—	$2.6M	1.8%
American Century Small Cap Growth Fund Mutual Fund NR	Other securities	—	—	$2.5M	1.7%
American Funds New World Fund Mutual Fund NR	Mutual Funds	—	—	$1.3M	0.9%
Various, bearing interest * Participant loans from 5.25%-10.50% -	Bonds / Notes	—	—	$1.0M	0.7%
Invesco Gold & Special Minerals Fund Mutual Fund NR	Mutual Funds	—	—	$776K	0.5%
Fidelity Inflation-Protected Bond Index Fund Mutual Fund NR	Common Collective Trusts	—	—	$773K	0.5%
Fidelity Advisor Japan Fund Mutual Fund NR	Mutual Funds	—	—	$725K	0.5%
American Funds 2010 Target Date Retirement Fund Mutual Fund NR	Mutual Funds	—	—	$702K	0.5%
Victory Sycamore Established Value Fund Mutual Fund NR	Other securities	—	—	$699K	0.5%
AB Small Cap Value Portfolio Advisor Class Mutual Fund NR	Other securities	—	—	$461K	0.3%
American Funds 2065 Target Date Retirement Fund Mutual Fund NR	Mutual Funds	—	—	$324K	0.2%
American Funds 2015 Target Date Retirement Fund Mutual Fund NR	Mutual Funds	—	—	$306K	0.2%
Fidelity Advisor Emerging Markets Fund Mutual Fund NR	Mutual Funds	—	—	$246K	0.2%