Back to filter
Original filing (PDF)20250606152717NAL0034848610001
SHORE EXCURSIONS GROUP
Form 5500-SF
FILING_RECEIVED
SHORE EXCURSIONS GROUP 401(K) PLAN
401(k) retirement plan
Active participants
52
Accounts w/ balance
35
Plan assets (EOY)
$2.1M
Net assets (EOY)
$2.1M
Plan health score (directional)
86
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
80
Knocking points off
- 67% balance-to-active ratio — below typical for a healthy 401(k).
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SHORE EXCURSIONS GROUP.
Plan sponsor
Name
SHORE EXCURSIONS GROUP
EIN
26-4164450
Address
8050 SW 10TH STREET · SUITE 1800 · PLANTATION, FL · 33324
Phone
(954) 846-9156
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
2025-06-06
Pension benefit codes
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
3F · Sponsor used leased employees
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Admin Support & Waste Mgmt plans
BRIAN JUDD TOURS, INC.
BRIAN JUDD TOURS, INC. DEFINED BENEFIT PENSION PLAN
$2.1M · 5 participants
CHAPEL HILL MARKETING, INC.
FIRST CENTURY VOYAGES RETIREMENT PLAN
$2.1M · 2 participants
ALARM SECURITY PROTECTION CO., INC.
ALARM SECURITY PROTECTION CO., INC. PROFIT-SHARING PLAN & TRUST
$2.1M · 7 participants
SMUSA, INC.
SMUSA, INC. 401(K) PLAN
$2.1M · 10 participants
HURTIGRUTEN INC
HURTIGRUTEN INC 401(K) PLAN
$2.1M · 33 participants
BLOCKSKYE INC
BLOCKSKYE 401(K) PLAN
$2.1M · 95 participants
Large plans in Florida
L3HARRIS TECHNOLOGIES, INC.
L3HARRIS RETIREMENT SAVINGS PLAN
$16.3B · 41,945 participants
L3HARRIS TECHNOLOGIES, INC.
L3HARRIS RETIREMENT SAVINGS PLAN MASTER TRUST
$16.2B
PUBLIX SUPER MARKETS, INC.
PUBLIX SUPER MARKETS, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST
$14.3B · 156,344 participants
PWC US GROUP LLP
SAVINGS PLAN FOR EMPLOYEES AND PARTNERS OF PWC
$13.2B · 49,697 participants
ADP TOTALSOURCE GROUP, INC.
ADP TOTALSOURCE RETIREMENT SAVINGS PLAN
$9.2B · 299,514 participants
PRICEWATERHOUSECOOPERS LLP
SAVINGS PLAN FOR EMPLOYEES AND PARTNERS OF PRICEWATERCOOPERS LLP
$9.1B · 50,893 participants