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Original filing (PDF)20251013111958NAL0000529187001
SEACORP, LLC
Form 5500
FILING_RECEIVED
SEACORP, LLC 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
643
Accounts w/ balance
775
Plan assets (EOY)
$147.5M
Net assets (EOY)
$147.5M
How this plan invests
This plan
33 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SEACORP, LLC.
Plan sponsor
Name
SEACORP, LLC
EIN
05-0392482
Address
AQUIDNECK CORPORATE PARK · 62 JOHNNY CAKE HILL · MIDDLETOWN, RI · 02842
Phone
(401) 847-2260
Industry
Engineering Services· Professional & Technical Servicessee all
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)
Audit & trust (Schedule H)
Auditor
APRIO LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $15K | — |
Advisor / Consultant
1| 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)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund Mutual Fund NR | — | — | — | $30.7M | 20.8% | |
| Fidelity Advisor Equity Growth Fund Mutual Fund NR | — | — | — | $17.6M | 12.0% | |
| American Funds 2030 Target Date Retirement Fund Mutual Fund NR | — | — | — | $9.0M | 6.1% | |
| American Funds Washington Mutual Investors Fund Mutual Fund NR | — | — | — | $7.7M | 5.2% | |
| American Funds 2025 Target Date Retirement Fund Mutual Fund NR | — | — | — | $6.7M | 4.5% | |
| Janus Henderson Enterprise Fund Mutual Fund NR | — | — | — | $6.6M | 4.5% | |
| Fidelity Advisor Strategic Income Fund Mutual Fund NR | — | — | — | $6.5M | 4.4% | |
| Fidelity Government Money Market Fund Mutual Fund NR | — | — | — | $6.1M | 4.2% | |
| Fidelity Advisor Total Bond Fund I Mutual Fund NR | — | — | — | $5.4M | 3.7% | |
| American Funds 2050 Target Date Retirement Fund Mutual Fund NR | — | — | — | $4.5M | 3.0% | |
| Fidelity Small Cap Index Fund Mutual Fund NR | — | — | — | $3.9M | 2.7% | |
| MFS International Diversification Fund Mutual Fund NR | — | — | — | $3.7M | 2.5% | |
| Fidelity International Index Fund Mutual Fund NR | — | — | — | $3.6M | 2.4% | |
| American Funds 2060 Target Date Retirement Fund Mutual Fund NR | — | — | — | $3.5M | 2.4% | |
| American Funds 2035 Target Date Retirement Fund Mutual Fund NR | — | — | — | $3.4M | 2.3% | |
| American Funds 2055 Target Date Retirement Fund Mutual Fund NR | — | — | — | $3.4M | 2.3% | |
| American Funds 2020 Target Date Retirement Fund Mutual Fund NR | — | — | — | $2.7M | 1.8% | |
| American Funds 2040 Target Date Retirement Fund Mutual Fund NR | — | — | — | $2.7M | 1.8% | |
| Fidelity Mid Cap Index Fund Mutual Fund NR | — | — | — | $2.7M | 1.8% | |
| Fidelity Advisor International Capital Appreciation Fund Mutual Fund NR | — | — | — | $2.6M | 1.8% | |
| American Century Small Cap Growth Fund Mutual Fund NR | — | — | — | $2.5M | 1.7% | |
| American Funds New World Fund Mutual Fund NR | — | — | — | $1.3M | 0.9% | |
| Various, bearing interest * Participant loans from 5.25%-10.50% - | — | — | — | $1.0M | 0.7% | |
| Invesco Gold & Special Minerals Fund Mutual Fund NR | — | — | — | $776K | 0.5% | |
| Fidelity Inflation-Protected Bond Index Fund Mutual Fund NR | — | — | — | $773K | 0.5% | |
| Fidelity Advisor Japan Fund Mutual Fund NR | — | — | — | $725K | 0.5% | |
| American Funds 2010 Target Date Retirement Fund Mutual Fund NR | — | — | — | $702K | 0.5% | |
| Victory Sycamore Established Value Fund Mutual Fund NR | — | — | — | $699K | 0.5% | |
| AB Small Cap Value Portfolio Advisor Class Mutual Fund NR | — | — | — | $461K | 0.3% | |
| American Funds 2065 Target Date Retirement Fund Mutual Fund NR | — | — | — | $324K | 0.2% | |
| American Funds 2015 Target Date Retirement Fund Mutual Fund NR | — | — | — | $306K | 0.2% | |
| Fidelity Advisor Emerging Markets Fund Mutual Fund NR | — | — | — | $246K | 0.2% |
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