· 2022–2024 · DOL EFAST2

Sea OATS Management, LLC — Sea OATS 401(k), Form 5500 (2024)

Original filing (PDF)20250925081842NAL0008956208001

Sea OATS Management, LLC

Form 5500-SF

FILING_RECEIVED

Sea OATS 401(k) Retirement Plan

401(k) retirement plan · Sea OATS Management, LLC's Sea OATS 401(k) Retirement Plan held $2.9M in plan assets for 92 participants in 2024.

Active participants

92

Accounts w/ balance

74

Plan assets (EOY)

$2.9M

Net assets (EOY)

$2.9M

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

25

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (18th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SEA OATS MANAGEMENT, LLC.

Plan sponsor

Name

SEA OATS MANAGEMENT, LLC

EIN

55-0846763all filings

Address

5009 STATE HIGHWAY 361 · PORT ARANSAS, TX · 78373

Phone

(361) 749-0422

Industry

Real Estate

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

2025-09-25

Pension benefit codes

2A · Age/service weighted or new comparability

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)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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