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Original filing (PDF)20250908140740NAL0032566656001
BOARD OF TRUSTEES AMERICAN MARITIME OFFICERS 401K PLAN
Form 5500
FILING_RECEIVED
AMERICAN MARITIME OFFICERS 401K PLAN
401(k) retirement plan
Signals · 2
No recordkeeper disclosed7 service providers
Active participants
3,685
Accounts w/ balance
3,883
Plan assets (EOY)
$679.9M
Net assets (EOY)
$677.5M
How this plan invests
This plan
1 pooled trust
Schedule D
37 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
65
Vendor stack
80
Participation health
100
Knocking points off
- 20 bps in Schedule C fees — 238% above peer band of 6 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BOARD OF TRUSTEES AMERICAN MARITIME OFFICERS 401K PLAN.
Plan sponsor
Name
BOARD OF TRUSTEES AMERICAN MARITIME OFFICERS 401K PLAN
EIN
11-2978754
Address
2 WEST DIXIE HIGHWAY · DANIA BEACH, FL · 330044312
Phone
(954) 920-4247
Industry
Transportation & Warehousingsee all
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
2025-09-08
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
WITHUMSMITH+BROWN, PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
7 rowsOther
7| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMO MASTER OPERATING TRUST | 20-0406498 | — | RELATED ORGANIZATION | $889K | — |
| MATRIX TRUST COMPANY | 75-3182674 | — | NONE | $184K | — |
| NEWPORT GROUP, INC | 27-2037969 | — | NONE | $156K | — |
| WITHUMSMITH+BROWN, PC | 22-2027092 | — | NONE | $88K | — |
| MERRILL LYNCH, PIERCE, FENNER | 13-5674085 | — | NONE | $44K | — |
| OKSANA KOCHERGINA | — | BROOKLYN, NY | NONE | $11K | — |
| TECH PLUS SYSTEMS, INC. | 13-3599440 | — | NONE | $6K | — |
Investments
36 direct securities · 1 pooled fund· $677.0M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$638.2M
36 holdings
Common Collective Trust
$38.8M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| CLEARBRIDGE LARGE CAP GROWTH FUND - IS Mutual Funds N/A | — | — | $1.2M | $89.9M | 13.2% | |
| DODGE & COX STOCK FUND, CLASS I Mutual Funds N/A | — | — | $339K | $87.1M | 12.8% | |
| VANGUARD INSTITUTIONAL INDEX FUND Mutual Funds N/A | — | — | $144K | $69.1M | 10.2% | |
| COLUMBIA BALANCED - I3 Mutual Funds N/A | — | — | $1.2M | $61.2M | 9.0% | |
| CAUSEWAY INTERNATIONAL INSTITUTIONAL Mutual Funds N/A | — | — | $2.1M | $39.3M | 5.8% | |
| GREAT GRAY CIT III NO. 25554 GREAT GRAY TRUST COMPANY, LLC · EIN 26-0142858 / PN 094 | Common Collective Trust | — | — | $38.8M | 5.7% | |
| TCW METWEST TOTAL RETURN BOND PLAN Mutual Funds N/A | — | — | $3.9M | $32.5M | 4.8% | |
| ALLSPRING CORE PLUS BOND R6 Mutual Funds N/A | — | — | $2.8M | $31.0M | 4.6% | |
| COLUMBIA CONTRARIAN CORE - I3 Mutual Funds N/A | — | — | $600K | $21.9M | 3.2% | |
| INVESCO DEVELOPING MARKETS FUND Mutual Funds N/A | — | — | $538K | $20.5M | 3.0% | |
| VICTORY SYCAMORE ESTABLISHED VALUE - R6 Mutual Funds N/A | — | — | $405K | $18.6M | 2.7% | |
| CLEARBRIDGE SMALL CAP GROWTH FUND CLASS Mutual Funds N/A | — | — | $423K | $16.8M | 2.5% | |
| VANGUARD TARGET RETIREMENT 2065 INV Mutual Funds N/A | — | — | $494K | $16.6M | 2.4% | |
| COLUMBIA SMALL CAP VALUE I - I3 Mutual Funds N/A | — | — | $305K | $15.8M | 2.3% | |
| VANGUARD MID-CAP INDEX - INSTITUTIONAL Mutual Funds N/A | — | — | $168K | $12.2M | 1.8% | |
| VANGUARD TARGET RETIREMENT 2060 - INV Mutual Funds N/A | — | — | $219K | $11.2M | 1.6% | |
| PIMCO INTR BD FD (US DOLLAR-HEDGED) INST Mutual Funds N/A | — | — | $948K | $9.4M | 1.4% | |
| VANGUARD TARGET RETIREMENT 2025 - INV Mutual Funds N/A | — | — | $453K | $8.5M | 1.2% | |
| Notes receivable from participants (net of Loans N/A | — | — | — | $6.7M | 1.0% | |
| VANGUARD TARGET RETIREMENT 2030 - INV Mutual Funds N/A | — | — | $178K | $6.7M | 1.0% | |
| VANGUARD SMALL CAP INDEX - ADMIRAL Mutual Funds N/A | — | — | $57K | $6.5M | 1.0% | |
| NYLI MACKAY HIGH YIELD CORP BOND R6 Mutual Funds N/A | — | — | $1.1M | $5.8M | 0.9% | |
| FED HERMES MDT MID CAP GROWTH Mutual Funds N/A | — | — | $106K | $5.6M | 0.8% | |
| VANGUARD TARGET RETIREMENT 2050 - INV Mutual Funds N/A | — | — | $110K | $5.5M | 0.8% | |
| VANGUARD TARGET RETIREMENT 2055 - INV Mutual Funds N/A | — | — | $97K | $5.4M | 0.8% | |
| VANGUARD TARGET RETIREMENT 2035 - INV Mutual Funds N/A | — | — | $210K | $5.0M | 0.7% | |
| VANGUARD TARGET RETIREMENT 2045 - INV Mutual Funds N/A | — | — | $150K | $4.4M | 0.7% | |
| VANGUARD TARGET RETIREMENT 2040 - INV Mutual Funds N/A | — | — | $101K | $4.4M | 0.6% | |
| AMERICAN FUNDS EUROPACIFIC GROWTH F3 Mutual Funds N/A | — | — | $74K | $4.0M | 0.6% | |
| VANGUARD TOTAL INTL STOCK INDEX - ADM Mutual Funds N/A | — | — | $117K | $3.7M | 0.5% | |
| VANGUARD TARGET RETIREMENT INCOME - INV Mutual Funds N/A | — | — | $239K | $3.1M | 0.5% | |
| NUVEEN REAL ESTATE SECURITIES - R6 Mutual Funds N/A | — | — | $149K | $2.3M | 0.3% | |
| BLACKROCK INFLATION PROTECTED BOND FUND Mutual Funds N/A | — | — | $226K | $2.1M | 0.3% | |
| PIMCO COMMODITY REALRETURN STRAT - INSTL Mutual Funds N/A | — | — | $120K | $1.6M | 0.2% | |
| VANGUARD TARGET RETIREMENT 2020 - INV Mutual Funds N/A | — | — | $57K | $1.5M | 0.2% | |
| Participant-Directed Brokerage Accounts N/A * Individual Directed Assets | — | — | — | $1.2M | 0.2% | |
| VANGUARD TARGET RETIREMENT 2070 INV Mutual Funds N/A | — | — | $39K | $1.0M | 0.2% |