Original filing (PDF)20251013145743NAL0003370258001

KINGS SEAFOOD COMPANY, LLC

Name: KINGS SEAFOOD COMPANY, LLC — KINGS SEAFOOD COMPANY, LLC 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: KINGS SEAFOOD COMPANY, LLC

Form 5500

FILING_RECEIVED

KINGS SEAFOOD COMPANY, LLC 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Signals · 1

~122 bps in Sched C fees

Active participants

1,490

Accounts w/ balance

1,320

Plan assets (EOY)

$22.2M

Net assets (EOY)

$22.2M

How this plan invests

This plan

36 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

/ 100

Grade D

Below-average — multiple flags

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for KINGS SEAFOOD COMPANY, LLC.

Plan sponsor

Name

KINGS SEAFOOD COMPANY, LLC

EIN

20-4627825

Address

3185 AIRWAY AVENUE, SUITE J · COSTA MESA, CA · 92626

Phone

(714) 432-0400

Industry

Accommodation & Food Servicessee 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)

Service providers (Schedule C)

5 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ANNUITY INSURANCE COMPANY	84-0467907	GREENWOOD VILLAGE, CO	RECORDKEEPER	$137K	—
EMPOWER ADVISORY GROUP, LLC	84-1532243	GREENWOOD, CO	INVESTMENT MGMT	$38K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp

Investments

36 direct securities· $23.4M(100% of reported assets)

Other securities

$21.5M

33 holdings

Bonds / Notes

$940K

2 holdings

Common Stock

$930K

1 holding

					% of plan
Fidelity 500 Index 17,184 shares	Other securities	—	—	$3.5M	15.8%
American Funds New Perspective R6 30,284 shares	Other securities	—	—	$1.9M	8.5%
Fidelity Large Cap Growth Index 40,595 shares	Other securities	—	—	$1.6M	7.2%
Nuveen Lifecycle Index 2055 R6 54,527 shares	Other securities	—	—	$1.4M	6.3%
Nuveen Lifecycle Index 2060 R6 59,133 shares	Other securities	—	—	$1.2M	5.3%
Nuveen Lifecycle Index 2050 R6 36,789 shares	Other securities	—	—	$1.2M	5.2%
Nuveen Lifecycle Index 2045 R6 34,378 shares	Other securities	—	—	$1.1M	4.8%
Nuveen Lifecycle Index Ret Inc R6	Common Stock	—	—	$930K	4.2%
Hartford Schroders Internat’l Stk Sdrscijx 45,756 shares	Other securities	—	—	$807K	3.6%
Key Guaranteed Portfolio Fund General fund account	Other securities	—	—	$742K	3.3%
Key Guaranteed Portfolio General Fund Account	Other securities	—	—	$740K	3.3%
American Funds New World R6 8,912 shares	Other securities	—	—	$686K	3.1%
Fidelity International Index 13,002 shares	Other securities	—	—	$618K	2.8%
Vanguard Equity Income Adm 6,789 shares	Other securities	—	—	$599K	2.7%
JPMorgan Core Plus Bond R6 83,960 shares	Other securities	—	—	$598K	2.7%
Janus Henderson Enterprise N 3,949 shares	Other securities	—	—	$568K	2.6%
Participant Loans Various rates 4.75% - 10%	Bonds / Notes	—	—	$470K	2.1%
10.00%, maturing through March 2028 -	Bonds / Notes	—	—	$470K	2.1%
Nuveen Lifecycle Index 2040 R6	Other securities	—	—	$463K	2.1%
Nuveen Lifecycle Index 2035 R6 14,682 shares	Other securities	—	—	$393K	1.8%
PIMCO Income Instl 35,429 shares	Other securities	—	—	$373K	1.7%
Fidelity Mid Cap Index 10,865 shares	Other securities	—	—	$367K	1.7%
DFA US Targeted Value I	Other securities	—	—	$349K	1.6%
Fidelity Small Cap Index 12,407 shares	Other securities	—	—	$343K	1.5%
Victory Sycamore Established Value R6 7,133 shares	Other securities	—	—	$328K	1.5%
Fidelity Advisor Technology Z 2,294 shares	Other securities	—	—	$312K	1.4%
Nuveen Lifecycle Index 2030 R6 9,946 shares	Other securities	—	—	$240K	1.1%
Blackrock Inflation Protected Bond K 21,254 shares	Other securities	—	—	$201K	0.9%
Cohen & Steers Realty Shares L 2,993 shares	Other securities	—	—	$197K	0.9%
Vanguard Small Cap Grow Index Admiral 1,764 shares	Other securities	—	—	$174K	0.8%
Nuveen Lifecycle Index 2025 R6 7,856 shares	Other securities	—	—	$168K	0.8%
Vanguard Total Bond Market Index Admiral 15,143 shares	Other securities	—	—	$144K	0.6%
Calamos Global Opportunities I 10,277 shares	Other securities	—	—	$130K	0.6%
Nuveen Lifecycle Index 2020 R6 4,672 shares	Other securities	—	—	$88K	0.4%
American Funds American Balanced R6 2,342 shares	Other securities	—	—	$80K	0.4%
Fidelity Select Energy Portfolio 463 shares	Other securities	—	—	$26K	0.1%