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Original filing (PDF)20251013160524NAL0003485586001
DEEPWATCH, INC.
Form 5500
FILING_RECEIVED
DEEPWATCH, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
29% in single holding
Active participants
280
Accounts w/ balance
406
Plan assets (EOY)
$20.2M
Net assets (EOY)
$20.2M
How this plan invests
This plan
17 pooled trusts
Schedule D
35 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
88
/ 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
65
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "INDEXSELECT MODERATE 2055 FUND CL I" is 29% of plan.
- 54 bps in Schedule C fees — 87% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DEEPWATCH, INC..
Plan sponsor
Name
DEEPWATCH, INC.
EIN
38-4056947
Address
4030 W. BOY SCOUT BLVD · SUITE 550 · TAMPA, FL · 33607
Phone
(877) 889-0132
Industry
Professional & Technical 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
2025-10-13
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
ASSURANCE DIMENSIONS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $52K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES INC | 13-2638166 | — | INVESTMENT ADVISOR | $42K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RETIREMENT SOLUTIONS SPECIALISTS | 27-0293282 | — | CONTRACT ADMIN | $14K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $740 | — |
Investments
23 direct securities · 17 pooled funds· $19.8M(98% 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.
Common Collective Trust
$11.3M
16 holdings
Uncategorized
$8.5M
23 holdings
Pooled Separate Account
$0
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| INDEXSELECT MODERATE 2055 FUND CL I GREAT GRAY · EIN 81-4484368 / PN 309 | Common Collective Trust | — | — | $5.8M | 28.6% | |
| INDEXSELECT MODERATE 2045 FUND CL I GREAT GRAY · EIN 81-4470950 / PN 308 | Common Collective Trust | — | — | $3.0M | 14.7% | |
| ISHARES S&P 500 INDEX K | — | — | — | $2.4M | 11.9% | |
| AMERICAN CENTURY ULTRA R6 | — | — | — | $1.3M | 6.5% | |
| INDEXSELECT MODERATE 2035 FUND CL I GREAT GRAY · EIN 81-4457845 / PN 307 | Common Collective Trust | — | — | $1.2M | 6.0% | |
| AMERICAN FUNDS WASHINGTON MUTUAL R6 | — | — | — | $882K | 4.4% | |
| INDEXSELECT AGGRESSIVE 2055 FUND CL GREAT GRAY · EIN 81-4418048 / PN 304 | Common Collective Trust | — | — | $503K | 2.5% | |
| MASSMUTUAL OVERSEAS I | — | — | — | $323K | 1.6% | |
| GENERAL ACCOUNT | — | — | — | $301K | 1.5% | |
| VICTORY SYCAMORE ESTABLISHED VALUE R6 | — | — | — | $293K | 1.5% | |
| AMERICAN CENTURY SMALL CAP GROWTH R6 | — | — | — | $292K | 1.4% | |
| AMERICAN FUNDS NEW WORLD R6 | — | — | — | $285K | 1.4% | |
| AMERICAN FUNDS EUROPACIFIC GR R6 | — | — | — | $285K | 1.4% | |
| MASSMUTUAL MID CAP GROWTH I | — | — | — | $272K | 1.3% | |
| Notes receivable from participants (4.25%-9.50%) | — | — | — | $244K | 1.2% | |
| INDEXSELECT MODERATE 2065 FUND CL I GREAT GRAY · EIN 38-7275306 / PN 775 | Common Collective Trust | — | — | $242K | 1.2% | |
| PIMCO INCOME INSTL | — | — | — | $235K | 1.2% | |
| ALLSPRING SPECIAL SMALL CAP VALUE R6 | — | — | — | $235K | 1.2% | |
| MASSMUTUAL INF-PROT AND INC I | — | — | — | $226K | 1.1% | |
| INDEXSELECT MODERATE RETIRE FUND CL GREAT GRAY · EIN 81-4430771 / PN 305 | Common Collective Trust | — | — | $214K | 1.1% | |
| PGIM TOTAL RETURN BOND R6 | — | — | — | $207K | 1.0% | |
| INDEXSELECT AGGRESSIVE 2045 FUND CL GREAT GRAY · EIN 81-4403657 / PN 303 | Common Collective Trust | — | — | $182K | 0.9% | |
| ISHARES MSCI EAFE INTERNATIONAL INDEX K | — | — | — | $181K | 0.9% | |
| ISHARES RUSSELL 2000 SMALL-CAP INDEX K | — | — | — | $179K | 0.9% | |
| AMERICAN FUNDS AMERICAN BALANCED R6 | — | — | — | $123K | 0.6% | |
| ISHARES U.S. AGGREGATE BOND INDEX K | — | — | — | $84K | 0.4% | |
| INDEXSELECT AGGRESSIVE 2035 FUND CL GREAT GRAY · EIN 81-4393238 / PN 302 | Common Collective Trust | — | — | $71K | 0.4% | |
| ISHARES RUSSELL MID-CAP INDEX K | — | — | — | $69K | 0.3% | |
| INDEXSELECT CONSERVATIVE 2045 FUND GREAT GRAY · EIN 81-4532033 / PN 313 | Common Collective Trust | — | — | $63K | 0.3% | |
| AMERICAN FUNDS SMALLCAP WORLD R6 | — | — | — | $52K | 0.3% | |
| AMER FUNDS CONSERV G/I PORTFOLIO R6 | — | — | — | $48K | 0.2% | |
| INDEXSELECT AGGRESSIVE 2065 FUND I GREAT GRAY · EIN 38-7275305 / PN 774 | Common Collective Trust | — | — | $34K | 0.2% | |
| LARGE CAP VALUE FUND CLASS R1 GREAT GRAY · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $14K | <0.1% | |
| INDEXSELECT CONSERVATIVE 2055 FUND GREAT GRAY · EIN 81-4543855 / PN 314 | Common Collective Trust | — | — | $9K | <0.1% | |
| AMERICAN FUNDS CAPITAL INC BLDR R6 | — | — | — | $2K | <0.1% | |
| INDEXSELECT AGGRESSIVE RETIRE FUND GREAT GRAY · EIN 81-4374798 / PN 300 | Common Collective Trust | — | — | $580 | <0.1% | |
| INDEXSELECT MODERATE 2025 FUND CL I GREAT GRAY · EIN 81-4447624 / PN 306 | Common Collective Trust | — | — | $0 | <0.1% | |
| INDEXSELECT CONSERVATIVE 2025 FUND GREAT GRAY · EIN 81-4509619 / PN 311 | Common Collective Trust | — | — | $0 | <0.1% | |
| INDEXSELECT AGGRESSIVE 2025 FUND CL GREAT GRAY · EIN 81-4386547 / PN 301 | Common Collective Trust | — | — | $0 | <0.1% | |
| SEPARATE ACCOUNT SCAI MASSMUTUAL LIFE INSURANCE CO. · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% |