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Original filing (PDF)20250711084538NAL0004107651001
BOARD OF TRUSTEES AMERICAN MARITIME OFFICERS DEFINED CONTRIBUTION PLAN
Form 5500
FILING_RECEIVED
AMERICAN MARITIME OFFICERS DEFINED CONTRIBUTION PLAN
Defined-contribution retirement plan
Signals · 2
No recordkeeper disclosed6 service providers
Active participants
4,201
Accounts w/ balance
4,675
Plan assets (EOY)
$314.1M
Net assets (EOY)
$313.7M
How this plan invests
This plan
1 collective trust
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
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
65
Vendor stack
80
Participation health
100
Knocking points off
- 36 bps in Schedule C fees — 262% above peer band of 10 bps.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BOARD OF TRUSTEES AMERICAN MARITIME OFFICERS DEFINED CONTRIBUTION PLAN.
Plan sponsor
Name
BOARD OF TRUSTEES AMERICAN MARITIME OFFICERS DEFINED CONTRIBUTION PLAN
EIN
27-1269640
Address
2 WEST DIXIE HIGHWAY · DANIA BEACH, FL · 33004
Phone
(954) 922-7428
Industry
Transportation & Warehousingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-10-01
Tax period
2024-09-30
Filed
2025-07-11
Pension benefit codes
2E · Profit-sharing
2G · Total participant-directed accounts
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
WITHUMSMITH+BROWN, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
6 rowsOther
6| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMO MASTER OPERATING TRUST | 20-0406498 | — | RELATED ORGANIZATION | $704K | — |
| NEWPORT GROUP, INC | 27-2037969 | — | NONE | $212K | — |
| WITHUMSMITH+BROWN, PC | 22-2027092 | — | NONE | $103K | — |
| MATRIX TRUST COMPANY | 75-3182674 | — | NONE | $65K | — |
| MERRILL LYNCH, PIERCE, FENNER | 13-5674085 | — | NONE | $46K | — |
| OKSANA KOCHERGINA | — | BROOKLYN, NY | NONE | $7K | — |
Investments
1 pooled fund· $10.5M(3% 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.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| GREAT GRAY CIT III FOR GAC NO. 2555 GREAT GRAY TRUST COMPANY, LLC · EIN 26-0142858 / PN 094 | Common Collective Trust | $10.5M | 3.3% |