Back to filter
Original filing (PDF)20251014082845NAL0003427680001
SEABROOK SOLUTIONS LLC
Form 5500
FILING_RECEIVED
SEABROOK SOLUTIONS LLC 401(K) PLAN
401(k) retirement plan
Active participants
511
Accounts w/ balance
503
Plan assets (EOY)
$9.2M
Net assets (EOY)
$9.2M
How this plan invests
This plan
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (30 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SEABROOK SOLUTIONS LLC.
Plan sponsor
Name
SEABROOK SOLUTIONS LLC
EIN
45-4121782
Address
620 DISCOVERY DRIVE · BLDG. 2, STE. 360 · HUNTSVILLE, AL · 35806
Phone
(256) 975-2040
Industry
Engineering Services· 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
2025-10-14
Pension benefit codes
2G · Total participant-directed accounts
2J · 401(k) feature
2E · Profit-sharing
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
2F · ERISA section 404(c)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BMSS, LLC
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 | $28K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY | 26-4310632 | — | ADVISOR | $0 | — |
Investments
28 direct securities· $9.2M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Investments Advisor Freedom 2035 Class A | — | — | — | $2.2M | 24.3% | |
| Fidelity Investments Advisor Freedom 2030 Class A | — | — | — | $1.4M | 15.1% | |
| Fidelity Investments Advisor Freedom 2025 Class A | — | — | — | $1.3M | 14.4% | |
| Fidelity Investments Advisor Freedom 2040 Class A | — | — | — | $713K | 7.7% | |
| Fidelity Investments Advisor Freedom 2055 Class A | — | — | — | $534K | 5.8% | |
| Fidelity Investments Advisor Freedom 2045 Class A | — | — | — | $421K | 4.6% | |
| Fidelity Investments Advisor Freedom 2050 Class A | — | — | — | $406K | 4.4% | |
| Fidelity Investments Advisor Freedom 2070 Class A ** 429 * Fidelity Investments Advisor Balanced Fund Class A | — | — | — | $387K | 4.2% | |
| Fidelity Investments Advisor Freedom 2060 Class A | — | — | — | $324K | 3.5% | |
| Fidelity Investments FID Govt Money Market Fund Daily Money Class ** 22 * Participant loans 4.25%-9.50% interest rate; maturities 1 to 5 years -0- | — | — | — | $310K | 3.4% | |
| Allspring AS Treasury Plus Money Market Fund | — | — | — | $271K | 2.9% | |
| Fidelity Investments Advisor Freedom 2020 Class A | — | — | — | $233K | 2.5% | |
| Fidelity Investments Advisor Freedom 2065 Class A | — | — | — | $155K | 1.7% | |
| Fidelity Investments Advisor Freedom 2015 Class A | — | — | — | $131K | 1.4% | |
| Morningstar MSIF International Opportunities Class A ** 605 * Fidelity Investments Advisor Growth Opportunities Fund Class A | — | — | — | $109K | 1.2% | |
| iShares IS Russell Mid Cap Index Fund ** 713 iShares IS S&P 500 Index Class A | — | — | — | $62K | 0.7% | |
| Columbia Dividend Income Class A | — | — | — | $51K | 0.5% | |
| Fidelity Investments Advisor Freedom 2010 Class A | — | — | — | $37K | 0.4% | |
| American Funds AF Bond Fund of America Class R-4 | — | — | — | $30K | 0.3% | |
| CB Financial CB Select Financial | — | — | — | $27K | 0.3% | |
| First Eagle First Eagle Gold Funda Class A | — | — | — | $12K | 0.1% | |
| iShares IS Russell 2000 Small Cap Index Fund Investor A | — | — | — | $9K | 0.1% | |
| American Century AM Century Small Cap Value Fund Investor Class | — | — | — | $9K | 0.1% | |
| American Funds AF Inflation Linked Bond Fund R4 ** 354 American Funds AF New World Fund R4 | — | — | — | $7K | <0.1% | |
| Fidelity Investments Advisor Freedom Income Fund Class A | — | — | — | $5K | <0.1% | |
| iShares IS Core MSCI Total Intl Stock Class A | — | — | — | $4K | <0.1% | |
| Alliance Bernstein AB Small Cap Growth Class A | — | — | — | $4K | <0.1% | |
| iShares IS US Aggregate Bond Index ** 91 Macquarie Group Ltd. MGL Mid Cap Income Opportunities R6 | — | — | — | $2K | <0.1% |
Related plans
Other plans using FIDELITY INVESTMENTS INSTITUTIONAL
KAISER PERMANENTE MEDICAL CARE PROGRAM
KAISER PERMANENTE GROUP TRUST
$66.6B
MICROSOFT CORPORATION
MICROSOFT CORPORATION SAVINGS PLUS 401K PLAN
$65.6B · 123,878 participants
INTERNATIONAL BUSINESS MACHINES CORPORATION
IBM 401(K) PLAN
$60.4B · 49,030 participants
AT&T INC.
AT&T RETIREMENT SAVINGS PLAN
$43.1B · 102,760 participants
VERIZON COMMUNICATIONS INC.
VERIZON MASTER SAVINGS TRUST
$41.1B
NORTHROP GRUMMAN CORPORATION
NORTHROP GRUMMAN SAVINGS PLAN
$39.5B · 99,799 participants
Similar-size Engineering Services plans
HOLLOWAY, UPDIKE AND BELLEN, INC.
HOLLOWAY, UPDIKE AND BELLEN, INC. 401(K) PROFIT SHARING PLAN
$9.2M · 33 participants
MISSION1ST GROUP, INC.
MISSION1ST GROUP INC 401K PROFIT SHARING PLAN AND TRUST
$9.2M · 133 participants
HART TECHNOLOGIES, INC.
HART TECHNOLOGIES, INC. 401(K) PROFIT SHARING PLAN
$9.2M · 75 participants
ENGINEERING CONCEPTS, INC.
ENGINEERING CONCEPTS, INC. 401(K) PROFIT SHARING PLAN (001)
$9.2M · 22 participants
GREEN INTERNATIONAL AFFILIATES, INC
GREEN INTERNATIONAL AFFILIATES 401(K) PLAN
$9.2M · 120 participants
TAYLOR ENGINEERING, INC.
TAYLOR ENGINEERING EMPLOYEES' 401(K) PLAN
$9.2M · 60 participants
Large plans in Alabama
REGIONS FINANCIAL CORPORATION
REGIONS FINANCIAL CORPORATION 401(K) PLAN
$3.2B · 20,137 participants
ENCOMPASS HEALTH CORPORATION
ENCOMPASS HEALTH CORPORATION 401(K) RETIREMENT PLAN
$1.7B · 26,914 participants
INTERGRAPH CORPORATION
HEXAGON EMPLOYEE RETIREMENT SAVINGS PLAN
$1.7B · 4,613 participants
UNIVERSITY OF ALABAMA HEALTH SERVICES FOUNDATION, PC
UNIVERSITY OF ALABAMA HEALTH SERVICES FOUNDATION P.C. 403(B) RETIREMENT ANNUITY PLAN
$1.6B · 5,019 participants
VULCAN MATERIALS COMPANY
VULCAN 401K PLAN
$1.5B · 9,218 participants
MERCEDES-BENZ U.S. INTERNATIONAL, INC.
MERCEDES-BENZ U.S. INTERNATIONAL, INC. RETIREMENT AND SAVINGS PLAN
$1.2B · 6,107 participants