Back to filter
Original filing (PDF)20251015124743NAL0002430995001
SEAKEEPER, INC.
Form 5500
FILING_RECEIVED
SEAKEEPER, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
271
Accounts w/ balance
313
Plan assets (EOY)
$16.0M
Net assets (EOY)
$16.0M
How this plan invests
This plan
6 pooled trusts
Schedule D
29 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
- 72 bps in Schedule C fees — 150% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SEAKEEPER, INC..
Plan sponsor
Name
SEAKEEPER, INC.
EIN
20-5999105
Address
45310 ABELL HOUSE LN STE 350 · CALIFORNIA, MD · 206193212
Phone
(301) 866-0246
Industry
Manufacturingsee 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
2025-10-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BDO USA, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WORLD INVESTMENT ADVISORS, LLC | 61-1758632 | — | INVESTMENT ADVISORY | $37K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $79K | — |
Investments
25 direct securities · 6 pooled funds· $16.0M(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
$11.5M
23 holdings
Mutual Funds
$2.4M
1 holding
Pooled Separate Account
$2.1M
6 holdings
Guaranteed Income / GIC
$91K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds American Funds 2055 Target Date Retirement Fund | Mutual Funds | — | — | $2.4M | 14.7% | |
| American Funds American Funds 2050 Target Date Retirement Fund | — | — | — | $2.1M | 13.0% | |
| American Funds American Funds 2040 Target Date Retirement Fund | — | — | — | $1.9M | 11.7% | |
| PRIN LGCP S&P 500 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $1.5M | 9.2% | |
| American Funds American Funds 2030 Target Date Retirement Fund | — | — | — | $1.3M | 8.3% | |
| American Funds American Funds 2035 Target Date Retirement Fund | — | — | — | $1.2M | 7.6% | |
| American Funds American Funds 2045 Target Date Retirement Fund | — | — | — | $968K | 6.0% | |
| American Funds American Funds 2060 Target Date Retirement Fund | — | — | — | $940K | 5.9% | |
| American Funds American Funds 2065 Target Date Retirement Fund | — | — | — | $541K | 3.4% | |
| JP Morgan Funds JPMorgan Large Cap Growth Fund | — | — | — | $481K | 3.0% | |
| American Funds American Funds 2025 Target Date Retirement Fund | — | — | — | $393K | 2.4% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $341K | 2.1% | |
| Participant Loans Interest rates ranging from 5.25% to 10.50% - | — | — | — | $300K | 1.9% | |
| American Funds American Funds 2010 Target Date Retirement Fund | — | — | — | $286K | 1.8% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $228K | 1.4% | |
| American Funds American Funds 2020 Target Date Retirement Fund | — | — | — | $208K | 1.3% | |
| SEI Trust Company Allspring Special Small Cap Value Fund | — | — | — | $161K | 1.0% | |
| Fidelity Investments Fidelity International Index Fund | — | — | — | $136K | 0.9% | |
| PGIM Investments PGIM Total Return Bond Fund | — | — | — | $116K | 0.7% | |
| Putnam Investments Putnam Large Cap Value Fund | — | — | — | $93K | 0.6% | |
| MFS Invesment Management MFS International Growth Fund | — | — | — | $91K | 0.6% | |
| * Principal Life Insurance Company Principal Fixed Income Guaranteed Option | Guaranteed Income / GIC | — | — | $91K | 0.6% | |
| MFS Invesment Management MFS Mid Cap Growth Fund | — | — | — | $79K | 0.5% | |
| PGIM Investments PGIM High Yield Fund | — | — | — | $70K | 0.4% | |
| PIMCO Funds PIMCO Income Fund | — | — | — | $54K | 0.3% | |
| PRIN REAL ESTATE SECS SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 095 | Pooled Separate Account | — | — | $39K | 0.2% | |
| American Funds American Funds New World Fund Inc | — | — | — | $24K | 0.1% | |
| Victory Funds Victory Sycamore Established Value Fund | — | — | — | $23K | 0.1% | |
| Dimensional Fund Advisors DFA U.S. Small Cap Growth Portfolio | — | — | — | $13K | <0.1% | |
| PRIN LARGECAP GROWTH I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 066 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN EQUITY INCOME SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 120 | Pooled Separate Account | — | — | $0 | <0.1% |