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Original filing (PDF)20250924050852NAL0016295490001
SEAFIELD CENTER, INC.
Form 5500
FILING_RECEIVED
SEAFIELD CENTER, INC. 401(K) PLAN AND TRUST
401(k) retirement plan
Active participants
199
Accounts w/ balance
114
Plan assets (EOY)
$8.8M
Net assets (EOY)
$8.8M
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 (directional)
97
/ 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
80
Knocking points off
- 57% balance-to-active ratio — below typical for a healthy 401(k).
Helping the score
- Below-peer total fees (3 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SEAFIELD CENTER, INC..
Plan sponsor
Name
SEAFIELD CENTER, INC.
EIN
11-2700246
Address
7 SEAFIELD LANE · WESTHAMPTON BEACH, NY · 11978
Phone
(631) 288-1122
Industry
Health Care & Social Assistancesee all
Plan administrator
Name
PENTEGRA SERVICES, INC
EIN
13-3745616
City
CHARLOTTE, NC
Phone
(844) 367-2848
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-24
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)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
HMM & CO., LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $3K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY LLC | — | NEW YORK, NY | ADVISOR | $0 | — |
Investments
32 direct securities· $8.7M(99% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| AMERICAN CENTURY ULTRA - INV | Registered Investment Companies | — | — | $1.4M | 16.2% | |
| JANUS HENDERSON FORTY FUND - A | Registered Investment Companies | — | — | $1.2M | 13.7% | |
| AMERICAN US GOV MONEY MKT R4 | Registered Investment Companies | — | — | $685K | 7.8% | |
| AMERCENT ONE CHOICE 2035 INV | Registered Investment Companies | — | — | $683K | 7.8% | |
| BNY MELLON MIDCAP INDEX INV | Registered Investment Companies | — | — | $576K | 6.6% | |
| JAN HEND GLOBAL TECH INNV A | Registered Investment Companies | — | — | $436K | 5.0% | |
| BLK TOTAL RETURN FUND - SVC | Registered Investment Companies | — | — | $434K | 4.9% | |
| PIMCO COMMOD RL RET STR - A 237 REGISTERED INVESTMENT COMPANY AMERCENT ONE CHOICE 2045 INV | Registered Investment Companies | — | — | $415K | 4.7% | |
| JANUS HEN MID CAP VALUE FD - A 869 REGISTERED INVESTMENT COMPANY AMERCENT ONE CHOICE 2055 INV | Registered Investment Companies | — | — | $375K | 4.3% | |
| BARON OPPORTUNITY FUND - RETAI | Registered Investment Companies | — | — | $351K | 4.0% | |
| VIC PIO EQUITY INCOME Y | Registered Investment Companies | — | — | $288K | 3.3% | |
| VIC PIO SELECT MC GROWTH Y | Registered Investment Companies | — | — | $263K | 3.0% | |
| PIMCO STOCKSPLUS FUND -A | Registered Investment Companies | — | — | $252K | 2.9% | |
| BARON GLOBAL ADVANTAGE RETAIL | Registered Investment Companies | — | — | $204K | 2.3% | |
| MS PASSPORT OVERSEAS EQUITY A | Registered Investment Companies | — | — | $182K | 2.1% | |
| AMERICAN CENTURY EQTY INC FD-I | Registered Investment Companies | — | — | $125K | 1.4% | |
| AMERCENT ONE CHOICE 2040 INV | Registered Investment Companies | — | — | $124K | 1.4% | |
| AMERCENT ONE CHOICE 2050 INV | Registered Investment Companies | — | — | $109K | 1.2% | |
| PRI SM CAP VAL II R5 | Registered Investment Companies | — | — | $88K | 1.0% | |
| AMERCENT ONE CHOICE RETIRE INV | Registered Investment Companies | — | — | $85K | 1.0% | |
| AMERCENT ONE CHOICE 2060 INV | Registered Investment Companies | — | — | $83K | 0.9% | |
| PIMCO REAL RETURN FUND - A | Registered Investment Companies | — | — | $70K | 0.8% | |
| AMERCENT ONE CHOICE 2025 INV | Registered Investment Companies | — | — | $57K | 0.7% | |
| AMERCENT ONE CHOICE 2030 INV | Registered Investment Companies | — | — | $53K | 0.6% | |
| PIMCO INV GRADE CRED BOND - A | Registered Investment Companies | — | — | $38K | 0.4% | |
| BLK INCOME A | Registered Investment Companies | — | — | $32K | 0.4% | |
| MORGAN STANLEY INTL ADVTG A | Registered Investment Companies | — | — | $13K | 0.2% | |
| PRINCIPAL SHORT TERM INCOME A | Registered Investment Companies | — | — | $12K | 0.1% | |
| PIMCO STOCKSPLUS INTL A | Registered Investment Companies | — | — | $4K | <0.1% | |
| PIMCO RAE EMKTS A | Registered Investment Companies | — | — | $4K | <0.1% | |
| BLK MULT ASSET INC PORT INV A | Registered Investment Companies | — | — | $4K | <0.1% | |
| PIMCO REAL EST REAL RET STR A | Registered Investment Companies | — | — | $1K | <0.1% |
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