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Original filing (PDF)20251222145949NAL0005343667001
TRI-UNION SEAFOODS, LLC
Form 5500
FILING_RECEIVED
CHICKEN OF THE SEA INTERNATIONAL SAVINGS INVESTMENT PLAN
401(k) retirement plan
Signals · 1
Late filing · 1.2 mo
Active participants
318
Accounts w/ balance
332
Plan assets (EOY)
$16.1M
Net assets (EOY)
$16.1M
How this plan invests
This plan
1 pooled trust
Schedule D
35 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
99
/ 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
95
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Filed 1.2 months past the 10.5-month grace window.
Helping the score
- Below-peer total fees (7 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TRI-UNION SEAFOODS, LLC.
Plan sponsor
Name
TRI-UNION SEAFOODS, LLC
EIN
33-0761094
Address
300 N CONTINENTAL BLVD · SUITE 350 · EL SEGUNDO, CA · 90245
Phone
(424) 397-5600
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-12-22
Pension benefit codes
2E · Profit-sharing
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)
3F · Sponsor used leased employees
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
LAVINE,LOGREN, MORRIS & ENGELBERG
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 | $4K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LAVINE,LOFGREN,MORRIS & ENGELBERG | 33-0690020 | — | ACCOUNTANT | $6K | — |
Investments
35 direct securities · 1 pooled fund· $17.0M(100% 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.
Uncategorized
$16.1M
35 holdings
Common Collective Trust
$886K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Mutual Fund - | — | — | — | $2.4M | 14.7% | |
| Fidelity ContraFund Mutual Fund - | — | — | — | $2.3M | 14.1% | |
| Fidelity Freedom 2030 Fund - Class K Mutual Fund - | — | — | — | $1.5M | 9.5% | |
| Fidelity Freedom 2040 Fund - Class K Mutual Fund - | — | — | — | $1.5M | 9.1% | |
| Fidelity Freedom 2050 Fund - Class K Mutual Fund - | — | — | — | $1.1M | 6.7% | |
| Fidelity Freedom 2025 Fund - Class K Mutual Fund - | — | — | — | $1.1M | 6.5% | |
| Fidelity Mid Cap Index Mutual Fund - | — | — | — | $971K | 6.0% | |
| Fidelity Freedom 2055 Fund - Class K Mutual Fund - | — | — | — | $946K | 5.9% | |
| Galliard Stable Return Fund MDraft - For Discussion Purposes OnlyCommon/Collective Trust - | — | — | — | $886K | 5.5% | |
| GALLIARD STBLE RTN M WELLS FARGO BANK, N.A. · EIN 94-6751924 / PN 001 | Common Collective Trust | — | — | $886K | 5.5% | |
| Fidelity Freedom 2035 Fund - Class K Mutual Fund - | — | — | — | $511K | 3.2% | |
| Fidelity Freedom 2045 Fund - Class K Mutual Fund - | — | — | — | $446K | 2.8% | |
| Fidelity Freedom 2020 Fund - Class K Mutual Fund - | — | — | — | $367K | 2.3% | |
| Fidelity International Cap Appreciation Mutual Fund - | — | — | — | $322K | 2.0% | |
| Fidelity US Bond Index Mutual Fund - | — | — | — | $308K | 1.9% | |
| Fidelity Freedom 2060 Fund - Class K Mutual Fund - | — | — | — | $252K | 1.6% | |
| Fidelity Blue Chip Growth Mutual Fund - | — | — | — | $221K | 1.4% | |
| Fidelity Freedom 2065 Fund - Class K Mutual Fund - | — | — | — | $201K | 1.2% | |
| Metwest Total Return Bond M Mutual Fund - | — | — | — | $167K | 1.0% | |
| Participant Loans Interest rates range from 4.25%-9.50%; maturity dates vary. -0- | — | — | — | $140K | 0.9% | |
| Fidelity Freedom 2010 Fund - Class K Mutual Fund - | — | — | — | $131K | 0.8% | |
| Fidelity Freedom Income Fund - Class K Mutual Fund | — | — | — | $101K | 0.6% | |
| Fidelity Low-Priced Stock Mutual Fund - | — | — | — | $90K | 0.6% | |
| Cohen & Steers Realty Mutual Fund - | — | — | — | $65K | 0.4% | |
| J H Balanced T Mutual Fund - | — | — | — | $65K | 0.4% | |
| Fidelity International Index Mutual Fund - | — | — | — | $42K | 0.3% | |
| Fidelity Multi-Asset Index Mutual Fund - | — | — | — | $23K | 0.1% | |
| Fidelity Freedom 2015 Fund - Class K Mutual Fund - | — | — | — | $20K | 0.1% | |
| Fidelity Emerging Markets Index Mutual Fund - | — | — | — | $19K | 0.1% | |
| T. Rowe Price Dividend Growth Advisor Mutual Fund - | — | — | — | $18K | 0.1% | |
| F American Mutual R4 Mutual Fund - | — | — | — | $9K | <0.1% | |
| Fidelity Small Cap Value Mutual Fund - | — | — | — | $9K | <0.1% | |
| Fidelity Small Cap Growth Mutual Fund - | — | — | — | $7K | <0.1% | |
| Fidelity Small Cap Index Mutual Fund - | — | — | — | $2K | <0.1% | |
| Fidelity Freedom 2070 Fund - Class K Mutual Fund - | — | — | — | $1K | <0.1% | |
| Fidelity Government Prime MMKT Money Market Account - | — | — | — | $1K | <0.1% |