AMY Liebenson signed Seacor Payroll Management LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Seacor Payroll Management LLC's EIN is 20-1587454.
Download the official 2024 Form 5500 (PDF) for Seacor Payroll Management LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Seacor Payroll Management LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $141K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING, INC. | 43-1270780 | — | INVESTMENT ADVISORY | $0 | — |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BERKOWITZ POLLACK BRANT ADVISORS AC | 59-2742314 | — | ACCOUNTANT | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING, LLC | 84-4519624 | — | INV ADV, PARTICIPANTS | $0 | — |
| PI | % 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 | Pooled Separate Accounts | — | $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 | Common Collective Trusts | — | $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 | Common Collective Trusts | — | $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 | Common Stocks | — | $0 | $4.9M | 7.8% | |
| Prin LifeTime Hy 2050 CIT X | Common Collective Trusts | — | $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 | Common Stocks | — | $0 | $2.7M | 4.4% | |
| Prin Fixed Inc Guar Option | Common Stocks | — | $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 | Pooled Separate Accounts | — | $0 | $2.4M | 3.9% | |
| PRIN MDCAP S&P 400 IND SA-NE M | Common Stocks | — | $0 | $2.2M | 3.6% | |
| Prin LgCp S&P 500 Index SA-Z | Common Collective Trusts | — | $0 | $1.3M | 2.1% | |
| STATE STREET EM IDX SL II FD | Common Collective Trusts | — | $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 | Common Collective Trusts | — | $0 | $1.0M | 1.6% | |
| Inv Dev Mark A Fd | Other securities | — | $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 | Other securities | — | $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 | Common Collective Trusts | — | $0 | $453K | 0.7% | |
| STABLE VALUE FIXED INCOME CIT | Stable Value | — | $0 | $426K | 0.7% | |
| Franklin Growth Adv Fund | Mutual Funds | — | $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 | Common Collective Trusts | — | $0 | $377K | 0.6% | |
| MFS Value R6 Fund | Mutual Funds | — | $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 | Common Collective Trusts | — | $0 | $354K | 0.6% | |
| American Centry US MCVal Eq Tr | Other securities | — | $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 | Common Collective Trusts | — | $0 | $309K | 0.5% | |
| JanusHenderson Entrprs N | Other securities | — | $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 | Other securities | — | $0 | $48K | <0.1% | |
| Prin LifeTime Hyb 2015 CIT X | Common Collective Trusts | — | $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 | Common Stocks | — | $0 | $208 | <0.1% | |
| Vgd Ttl Intl Stk Idx Adm Fd | Common Collective Trusts | — | $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 | Self-Directed Brokerage | — | $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% |
