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Original filing (PDF)20251003171256NAL0002633568001
TRIDENT SEAFOODS CORPORATION
Form 5500
FILING_RECEIVED
TRIDENT SEAFOODS CORPORATION 401(K) RETIREMENT PLAN
401(k) retirement plan
Active participants
2,573
Accounts w/ balance
2,381
Plan assets (EOY)
$255.5M
Net assets (EOY)
$255.4M
How this plan invests
This plan
1 pooled trust
Schedule D
31 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 (6 bps vs 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TRIDENT SEAFOODS CORPORATION.
Plan sponsor
Name
TRIDENT SEAFOODS CORPORATION
EIN
47-0702463
Address
5303 SHILSHOLE AVENUE NW · SEATTLE, WA · 98107
Phone
(206) 783-3818
Industry
Manufacturingsee 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
2025-10-03
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
CLARK NUBER P.S.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | -$32K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $121K | — |
| UBS FINANCIAL SERVICES, INC. | 13-2638166 | — | INVESTMENT ADVISOR | $42K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CLARK NUBER P.S. | 91-1194016 | — | ACCOUNTANT/AUDITOR | $24K | — |
Investments
30 direct securities · 1 pooled fund· $254.3M(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
$241.2M
30 holdings
Pooled Separate Account
$13.1M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Mutual Fund | — | — | — | $36.5M | 14.3% | |
| JP Morgan Large Cap Growth Fund Mutual Fund | — | — | — | $26.1M | 10.2% | |
| T. Rowe Price Retirement 2030 Fund Mutual Fund | — | — | — | $16.6M | 6.5% | |
| JP Morgan Mid Cap Value Fund Mutual Fund | — | — | — | $14.3M | 5.6% | |
| STABLE VALUE ACCOUNT NEW YORK LIFE INSURANCE COMPANY · EIN 13-5582869 / PN 125 | Pooled Separate Account | — | — | $13.1M | 5.1% | |
| Dodge & Cox Income Fund Mutual Fund | — | — | — | $12.9M | 5.0% | |
| T. Rowe Price Retirement 2035 Fund Mutual Fund | — | — | — | $12.4M | 4.9% | |
| Hartford Core Equity Fund Class Mutual Fund | — | — | — | $12.0M | 4.7% | |
| T. Rowe Price Retirement 2025 Fund Mutual Fund | — | — | — | $10.7M | 4.2% | |
| Various Self-Directed Brokerage Accounts | — | — | — | $9.9M | 3.9% | |
| T. Rowe Price Retirement 2045 Fund Mutual Fund | — | — | — | $9.2M | 3.6% | |
| T. Rowe Price Retirement 2040 Fund Mutual Fund | — | — | — | $8.3M | 3.3% | |
| T. Rowe Price Retirement 2050 Fund Mutual Fund | — | — | — | $8.0M | 3.1% | |
| Dodge & Cox International Stock Fund Mutual Fund | — | — | — | $7.5M | 2.9% | |
| T. Rowe Price Retirement 2020 Fund Mutual Fund | — | — | — | $7.0M | 2.7% | |
| T. Rowe Price Retirement 2055 Fund Mutual Fund | — | — | — | $6.4M | 2.5% | |
| American Funds EuroPacific Growth Fund Mutual Fund | — | — | — | $5.9M | 2.3% | |
| Participant loans Interest rates of 4.25% to 9.50% -0- | — | — | — | $5.7M | 2.2% | |
| T. Rowe Price Value Fund Mutual Fund | — | — | — | $5.4M | 2.1% | |
| Columbia Small Cap Value Fund Mutual Fund | — | — | — | $4.7M | 1.9% | |
| MFS Mid Cap Growth Fund Mutual Fund | — | — | — | $4.4M | 1.7% | |
| Vanguard Total Bond Market Index Fund Mutual Fund | — | — | — | $3.9M | 1.5% | |
| T. Rowe Price Retirement 2015 Fund Mutual Fund | — | — | — | $3.6M | 1.4% | |
| Fidelity Total International Index Fund Mutual Fund | — | — | — | $2.9M | 1.1% | |
| Wasatch Core Growth Fund Mutual Fund | — | — | — | $2.4M | 0.9% | |
| T. Rowe Price Retirement 2060 Fund Mutual Fund | — | — | — | $2.0M | 0.8% | |
| T. Rowe Price Retirement 2005 Fund Mutual Fund | — | — | — | $1.6M | 0.6% | |
| T. Rowe Price Retirement 2065 Fund Mutual Fund | — | — | — | $520K | 0.2% | |
| T. Rowe Price Retirement Balanced Fund Mutual Fund | — | — | — | $434K | 0.2% | |
| T. Rowe Price Retirement 2010 Fund Mutual Fund | — | — | — | $198K | <0.1% | |
| Fidelity Government Money Market Fund Mutual Fund | — | — | — | $45K | <0.1% |