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Original filing (PDF)20251013050209NAL0001732450001
SEAGATE HOSPITALITY GROUP
Form 5500
FILING_RECEIVED
HHC FLORIDA 401(K) PLAN
401(k) retirement plan
Signals · 1
~101 bps in Sched C fees
Active participants
221
Accounts w/ balance
217
Plan assets (EOY)
$2.5M
Net assets (EOY)
$2.5M
How this plan invests
This plan
1 pooled trust
Schedule D
23 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
100
Participation health
100
Knocking points off
- 101 bps in Schedule C fees — 94% above peer band of 52 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SEAGATE HOSPITALITY GROUP.
Plan sponsor
Name
SEAGATE HOSPITALITY GROUP
EIN
20-2710835
Address
3600 HAMLET DRIVE · DELRAY BEACH, FL · 33445
Phone
(305) 933-5529
Industry
Admin Support & Waste Mgmtsee 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
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
GERSTLE ROSEN & GOLDENBERG P.A
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $14K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SAGEVIEW ADVISORY GROUP LLC | 33-0818667 | — | INVESTMENT/FINANCIAL ADVI | $11K | — |
Investments
22 direct securities · 1 pooled fund· $2.5M(98% 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.
Registered Investment Companies
$2.4M
22 holdings
Common Collective Trust
$31K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| STATE ST TARGET RETIRE 2055 K | Registered Investment Companies | — | — | $343K | 13.6% | |
| STATE ST TARGET RETIRE 2045 K | Registered Investment Companies | — | — | $295K | 11.7% | |
| STATE ST TARGET RETIRE 2030 K | Registered Investment Companies | — | — | $275K | 10.9% | |
| STATE ST TARGET RETIRE 2060 K | Registered Investment Companies | — | — | $215K | 8.5% | |
| STATE ST TARGET RETIRE 2050 K | Registered Investment Companies | — | — | $180K | 7.2% | |
| MFS MID CAP VALUE FUND - R6 7 REGISTERED INVESTMENT COMPANY STATE ST TARGET RETIRE 2040 K | Registered Investment Companies | — | — | $171K | 6.8% | |
| STATE ST TARGET RETIRE 2025 K | Registered Investment Companies | — | — | $165K | 6.6% | |
| STATE ST TARGET RETIRE 2035 K | Registered Investment Companies | — | — | $144K | 5.7% | |
| SS TRGT RTMNT 2065 K | Registered Investment Companies | — | — | $121K | 4.8% | |
| STATE ST TARGET RETIRE 2020 K | Registered Investment Companies | — | — | $94K | 3.7% | |
| FID 500 IND | Registered Investment Companies | — | — | $91K | 3.6% | |
| PIMCO RAE US SM INSTL | Registered Investment Companies | — | — | $54K | 2.1% | |
| STATE ST TARGET RETIREMENT K | Registered Investment Companies | — | — | $43K | 1.7% | |
| T ROWE PRICE GROWTH STOCK I | Registered Investment Companies | — | — | $40K | 1.6% | |
| ISHARES MSCI EAFE INTL INDEX K | Registered Investment Companies | — | — | $38K | 1.5% | |
| FEDERATED KAUFMANN SMALLCAP R6 | Registered Investment Companies | — | — | $37K | 1.5% | |
| INVESCO STABLE ASSET - ADPZ INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $31K | 1.2% | |
| CLEARBRIDGE INTERN GWTH IS | Registered Investment Companies | — | — | $28K | 1.1% | |
| PUTNAM LARGE CAP VALUE R6 | Registered Investment Companies | — | — | $27K | 1.1% | |
| BLACKROCK TOTAL RETURN K | Registered Investment Companies | — | — | $27K | 1.1% | |
| ISHARES US AGGREGATE BD IDX K | Registered Investment Companies | — | — | $21K | 0.8% | |
| VANGUARD EXT MKT IDX - ADMIRAL | Registered Investment Companies | — | — | $21K | 0.8% | |
| JPMORGAN MID CAP GROWTH R6 | Registered Investment Companies | — | — | $17K | 0.7% |
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