Chris Morrissey signed Sea Box, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Sea Box, Inc.'s EIN is 22-2448372.
Download the official 2024 Form 5500 (PDF) for Sea Box, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Sea Box, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), a self-directed brokerage window.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $31K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL LLC | 04-3046611 | — | ADVISOR | $35K | — |
| STRATEGIC ADVISORS, INC. | 04-2654524 |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $18.4M | 87.6% | |
| [Assets held in interest-bearing cash] | Other | — | — | $2.0M | 9.7% | |
| [Assets held in participant loans] | Other | — | — | $465K | 2.2% | |
| [Assets held in common stock] | Other | — | — | $93K | 0.4% |
| — |
| ADVISOR |
| $20K |
| — |
