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Original filing (PDF)20250910143814NAL0021236977001
LABORDE MARINE MANAGEMENT, L.L.C.
Form 5500
FILING_RECEIVED
LABORDE MARINE RETIREMENT PLAN
401(k) retirement plan
Signals · 1
30% in single holding
Active participants
216
Accounts w/ balance
227
Plan assets (EOY)
$14.9M
Net assets (EOY)
$14.9M
How this plan invests
This plan
12 pooled trusts
Schedule D
12 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 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
85
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "T. ROWE PRICE RETIREMENT 2030 TRUST" is 30% of plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LABORDE MARINE MANAGEMENT, L.L.C..
Plan sponsor
Name
LABORDE MARINE MANAGEMENT, L.L.C.
EIN
27-0965318
Address
601 POYDRAS ST. · SUITE 1725 · NEW ORLEANS, LA · 70130
Phone
(504) 582-2185
Industry
Transportation & Warehousingsee 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
2025-09-10
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
2E · Profit-sharing
Audit & trust (Schedule H)
Auditor
ERICKSEN KRENTEL LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $23K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STOKES FAMILY OFFICE LLC | 83-3656874 | — | ADVISOR | $24K | — |
Investments
12 pooled funds· $8.5M(57% 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.
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| GG TRP RD 2030 R1 GREAT GRAY COLLECTIVE INVESTMENT TRUST · EIN 38-7289834 / PN 001 | Common Collective Trust | — | — | $2.6M | 17.2% | |
| GG TRP RD 2040 R1 GREAT GRAY COLLECTIVE INVESTMENT TRUST · EIN 38-7289836 / PN 001 | Common Collective Trust | — | — | $1.3M | 8.7% | |
| GG TRP RD 2045 R1 GREAT GRAY COLLECTIVE INVESTMENT TRUST · EIN 38-7289837 / PN 001 | Common Collective Trust | — | — | $1.0M | 7.0% | |
| STABLE VALUE FUND R1 GREAT GRAY TRUST COMPANY · EIN 85-4031707 / PN 653 | Common Collective Trust | — | — | $916K | 6.2% | |
| GG TRP RD 2035 R1 GREAT GRAY COLLECTIVE INVESTMENT TRUST · EIN 38-7289835 / PN 001 | Common Collective Trust | — | — | $798K | 5.4% | |
| GG TRP RD 2025 R1 GREAT GRAY COLLECTIVE INVESTMENT TRUST · EIN 38-7289833 / PN 001 | Common Collective Trust | — | — | $513K | 3.4% | |
| GG TRP RD 2055 R1 GREAT GRAY COLLECTIVE INVESTMENT TRUST · EIN 38-7289839 / PN 001 | Common Collective Trust | — | — | $435K | 2.9% | |
| GG TRP RD 2060 R1 GREAT GRAY COLLECTIVE INVESTMENT TRUST · EIN 38-7289840 / PN 001 | Common Collective Trust | — | — | $336K | 2.3% | |
| GG TRP RD 2050 R1 GREAT GRAY COLLECTIVE INVESTMENT TRUST · EIN 38-7289838 / PN 001 | Common Collective Trust | — | — | $326K | 2.2% | |
| GG TRP RD 2020 R1 GREAT GRAY COLLECTIVE INVESTMENT TRUST · EIN 38-7289832 / PN 001 | Common Collective Trust | — | — | $176K | 1.2% | |
| GG TRP RD 2010 R1 GREAT GRAY COLLECTIVE INVESTMENT TRUST · EIN 38-7289830 / PN 001 | Common Collective Trust | — | — | $130K | 0.9% | |
| GG TRP RD 2015 R1 GREAT GRAY COLLECTIVE INVESTMENT TRUST · EIN 38-7289831 / PN 001 | Common Collective Trust | — | — | $12K | <0.1% |
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