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Original filing (PDF)20251112074736NAL0009965168001
SEACOR PAYROLL MANAGEMENT LLC
Form 5500
FILING_RECEIVED
SEACOR SAVINGS PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
170
Accounts w/ balance
434
Plan assets (EOY)
$62.1M
Net assets (EOY)
$62.1M
How this plan invests
This plan
23 pooled trusts
Schedule D
37 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 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
80
Vendor stack
80
Participation health
100
Knocking points off
- 23 bps in Schedule C fees — modestly above peer band of 16 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SEACOR PAYROLL MANAGEMENT LLC.
Plan sponsor
Name
SEACOR PAYROLL MANAGEMENT LLC
EIN
20-1587454
Address
DCOTA OFFICE CTR BLDG B 1855 GRIFF · GRIFFIN RD SUITE B-328 · DANIA BEACH, FL · 33004
Phone
(954) 627-5229
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
2025-11-12
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BERKOWITZ POLLACK BRANT
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING, INC. | 43-1270780 | — | INVESTMENT ADVISORY | $0 | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $141K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BERKOWITZ POLLACK BRANT ADVISORS AC | 59-2742314 | — | ACCOUNTANT | $0 | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING, LLC | 84-4519624 | — | INV ADV, PARTICIPANTS | $0 | — |
Investments
30 direct securities · 23 pooled funds· $96.5M(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
$49.4M
30 holdings
Common Collective Trust
$37.7M
18 holdings
Pooled Separate Account
$9.4M
5 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| PRIN LIFETIME HB 2035 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $7.9M | 12.6% | |
| Prin SmCap Growth I Sep Acct-Z | — | — | $0 | $7.9M | 12.6% | |
| PRIN LIFETIME HYB 2030 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $7.8M | 12.5% | |
| Prin MidCap S&P 400 Idx SA-Z | — | — | $0 | $7.8M | 12.5% | |
| PRIN LGCP S&P 500 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $7.3M | 11.8% | |
| Prin LifeTime Hy 2055 CIT X | — | — | $0 | $7.3M | 11.8% | |
| PRIN LIFETIME HB 2040 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $4.9M | 7.8% | |
| Prin SmCap S&P 600 Index SA-Z | — | — | $0 | $4.9M | 7.8% | |
| Prin LifeTime Hy 2050 CIT X | — | — | $0 | $3.4M | 5.5% | |
| PRIN LIFETIME HYB 2025 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | $0 | $3.2M | 5.1% | |
| PRIN LIFETIME HY 2050 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | $0 | $3.2M | 5.1% | |
| PRIN LIFETIME HYB 2020 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | $0 | $2.9M | 4.6% | |
| PRIN LIFETIME HB 2045 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $2.7M | 4.4% | |
| PRIN LGCP S&P 500IDX SA-NE M | — | — | $0 | $2.7M | 4.4% | |
| Prin Fixed Inc Guar Option | — | — | $0 | $2.6M | 4.2% | |
| PRIN LIFETIME HY 2055 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | $0 | $2.5M | 4.0% | |
| Prin Core Plus Bond Sep Acct-Z | — | — | $0 | $2.4M | 3.9% | |
| PRIN MDCAP S&P 400 IND SA-NE M | — | — | $0 | $2.2M | 3.6% | |
| Prin LgCp S&P 500 Index SA-Z | — | — | $0 | $1.3M | 2.1% | |
| STATE STREET EM IDX SL II FD | — | — | $0 | $1.0M | 1.7% | |
| PRIN CORE PLUS BOND SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 005 | Pooled Separate Account | — | — | $1.0M | 1.6% | |
| Prin LifeTime Hy Inc CIT X | — | — | $0 | $1.0M | 1.6% | |
| Inv Dev Mark A Fd | — | — | $0 | $820K | 1.3% | |
| PRIN LIFETIME HY 2060 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $657K | 1.1% | |
| John Hancock Intl Growth R6 | — | — | $0 | $657K | 1.1% | |
| PRIN LIFETIME HYB 2015 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | $0 | $576K | 0.9% | |
| PRIN LIFETIME HYB 2070 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | $0 | $459K | 0.7% | |
| STATE ST WD DV EX US IDX II FD | — | — | $0 | $453K | 0.7% | |
| STABLE VALUE FIXED INCOME CIT | — | — | $0 | $426K | 0.7% | |
| Franklin Growth Adv Fund | — | — | $0 | $423K | 0.7% | |
| AMERICAN CENTRY US MCVAL EQ TR SEI TRUST COMPANY · EIN 27-0572972 / PN 010 | Common Collective Trust | — | — | $423K | 0.7% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $377K | 0.6% | |
| Prin LifeTime HB 2035 CIT X | — | — | $0 | $377K | 0.6% | |
| MFS Value R6 Fund | — | — | $0 | $362K | 0.6% | |
| PRIN LIFETIME HY 2065 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $362K | 0.6% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $354K | 0.6% | |
| Prin LifeTime Hyb 2030 CIT X | — | — | $0 | $354K | 0.6% | |
| American Centry US MCVal Eq Tr | — | — | $0 | $318K | 0.5% | |
| PRIN SMCAP GROWTH I SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 070 | Pooled Separate Account | — | — | $309K | 0.5% | |
| Prin LifeTime Hyb 2070 CIT X | — | — | $0 | $309K | 0.5% | |
| JanusHenderson Entrprs N | — | — | $0 | $304K | 0.5% | |
| PRIN LIFETIME HY INC CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $304K | 0.5% | |
| Amer Beacon Sm Cp Val R6 Fd | — | — | $0 | $48K | <0.1% | |
| Prin LifeTime Hyb 2015 CIT X | — | — | $0 | $1K | <0.1% | |
| STATE ST WD DV EX US IDX II FD STATE STREET BANK AND TRUST COMPANY · EIN 04-0025081 / PN 034 | Common Collective Trust | — | $0 | $360 | <0.1% | |
| PRIN SMCAP S&P 600 IND SA-NE M | — | — | $0 | $208 | <0.1% | |
| Vgd Ttl Intl Stk Idx Adm Fd | — | — | $0 | $191 | <0.1% | |
| STATE STREET EM IDX SL II FD STATE STREET GLOBAL ADVISORS · EIN 32-6528132 / PN 035 | Common Collective Trust | — | — | $191 | <0.1% | |
| Self-Directed Brokerage Acct | — | — | $0 | $185 | <0.1% | |
| STATE STREET US BD ID SL XIV STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 477 | Common Collective Trust | — | — | $65 | <0.1% | |
| Participant Loans | — | — | $0 | $65 | <0.1% | |
| STABLE VALUE FIXED INCOME CIT ALTA TRUST COMPANY · EIN 88-2465398 / PN 001 | Common Collective Trust | — | — | $44 | <0.1% | |
| STATE STREET US BD ID SL XIV | — | — | $0 | $44 | <0.1% |
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