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Original filing (PDF)20251015151101NAL0002522035001
SEA ISLAND COMPANY LLC
Form 5500
FILING_RECEIVED
SEA ISLAND 401(K) SAVINGS PLAN
401(k) retirement plan
Signals · 1
26% in single holding
Active participants
3,583
Accounts w/ balance
1,154
Plan assets (EOY)
$43.8M
Net assets (EOY)
$43.8M
How this plan invests
This plan
32 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
92
/ 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
87
Total plan cost
100
Vendor stack
100
Participation health
65
Knocking points off
- Top holding "Invsco Eq Inc R6 Nationwide Life Insurance" is 26% of plan.
- Only 32% as many balances as active participants — suggests many active employees aren't deferring.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SEA ISLAND COMPANY LLC.
Plan sponsor
Name
SEA ISLAND COMPANY LLC
EIN
27-3164607
Address
100 CLOISTER DRIVE · SEA ISLAND, GA · 31561
Phone
(912) 638-5842
Industry
Accommodation & Food Servicessee 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
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
MSTILLER, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONWIDE | 31-1592130 | — | RECORDKEEPING | $57K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SCHWARTZ & CO | — | BLOOMFIELD, MI | INVESTMENT ADVISOR | $58K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MOORE STEPHENS TILLER | 58-0673524 | — | AUDITOR | $15K | — |
Investments
32 direct securities· $43.8M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Invsco Eq Inc R6 Nationwide Life Insurance | — | — | — | $11.4M | 25.9% | |
| JPM LgCap Gr R6 Nationwide Life Insurance | — | — | — | $4.2M | 9.6% | |
| Fid 500 Indx Nationwide Life Insurance | — | — | — | $3.6M | 8.3% | |
| DodgeCox Stk I Nationwide Life Insurance | — | — | — | $2.3M | 5.2% | |
| Vngrd Trgt Rtrmt 2055 Inv Nationwide Life Insurance | — | — | — | $2.1M | 4.7% | |
| Vngrd Trgt Rtrmt 2045 Inv Nationwide Life Insurance | — | — | — | $1.7M | 3.9% | |
| Fid Val Nationwide Life Insurance | — | — | — | $1.6M | 3.7% | |
| JPM MdCap Gr R6 Nationwide Life Insurance | — | — | — | $1.4M | 3.3% | |
| Vngrd Trgt Rtrmt 2035 Inv Nationwide Life Insurance | — | — | — | $1.4M | 3.2% | |
| Vngrd Trgt Rtrmt 2030 Inv Nationwide Life Insurance | — | — | — | $1.4M | 3.2% | |
| Fid Intl Indx Nationwide Life Insurance | — | — | — | $1.3M | 3.0% | |
| AB SmCap Gr Z Nationwide Life Insurance | — | — | — | $1.2M | 2.8% | |
| Vngrd Trgt Rtrmt 2060 Inv Nationwide Life Insurance | — | — | — | $1.2M | 2.8% | |
| Vngrd Trgt Rtrmt 2050 Inv Nationwide Life Insurance | — | — | — | $1.2M | 2.8% | |
| JPM UM BehVal Fd R6 Nationwide Life Insurance | — | — | — | $1.2M | 2.6% | |
| Mrly Stbl Val 25 I Nationwide Life Insurance | — | — | — | $964K | 2.2% | |
| Vngrd Trgt Rtrmt 2040 Inv Nationwide Life Insurance | — | — | — | $937K | 2.1% | |
| AmFds New Prspct R6 Nationwide Life Insurance | — | — | — | $797K | 1.8% | |
| Vngrd Trgt Rtrmt 2020 Inv Nationwide Life Insurance | — | — | — | $740K | 1.7% | |
| PGIM Ttl Rtn Bd R6 Nationwide Life Insurance | — | — | — | $617K | 1.4% | |
| Vngrd Trgt Rtrmt 2025 Inv Nationwide Life Insurance | — | — | — | $430K | 1.0% | |
| Vngrd Trgt Rtrmt Inc Nationwide Life Insurance | — | — | — | $411K | 0.9% | |
| Fid MdCap Indx Nationwide Life Insurance | — | — | — | $288K | 0.7% | |
| PGIM ST Cor Bd R6 Nationwide Life Insurance | — | — | — | $270K | 0.6% | |
| Fid SmCap Indx Nationwide Life Insurance | — | — | — | $233K | 0.5% | |
| Vngrd GNMA Adml Nationwide Life Insurance | — | — | — | $219K | 0.5% | |
| AmFds New Wld R6 Nationwide Life Insurance | — | — | — | $205K | 0.5% | |
| Vngrd Trgt Rtrmt 2065 Inv Nationwide Life Insurance | — | — | — | $191K | 0.4% | |
| PIMCO Inc Inst Nationwide Life Insurance | — | — | — | $173K | 0.4% | |
| Okmrk Intl R6 Nationwide Life Insurance | — | — | — | $47K | 0.1% | |
| Vngrd Trgt Rtrmt 2070 Inv Nationwide Life Insurance | — | — | — | $3K | <0.1% | |
| Vngrd Fed Mny Mkt Inv Nationwide Life Insurance | — | — | — | $2K | <0.1% |