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Original filing (PDF)20250929094209NAL0013665968001
SEACO NATIONAL CORP.
Form 5500
FILING_RECEIVED
SEACO NATIONAL CORP. EMPLOYEE STOCK OWNERSHIP PLAN
Defined-contribution retirement plan
Signals · 2
50% in single holdingNo recordkeeper disclosed
Active participants
114
Accounts w/ balance
176
Plan assets (EOY)
$50.5M
Net assets (EOY)
$46.2M
How this plan invests
This plan
3 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 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
75
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- Top holding ", no par * SEACO National Corp. value" is 50% of plan.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SEACO NATIONAL CORP..
Plan sponsor
Name
SEACO NATIONAL CORP.
DBA
SOUTHEAST PET
EIN
58-1478160
Address
7775 THE BLUFFS · SUITE H · AUSTELL, GA · 30168
Phone
(770) 948-7600
Industry
Retail Tradesee 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
2025-09-29
Pension benefit codes
3I · Requires investment in employer securities
2P · Leveraged ESOP
2Q · S-corporation ESOP
Audit & trust (Schedule H)
Auditor
CBIZ CPAS P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HDH ADVISORS | — | ATLANTA, GA | ADVISORS | $16K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSITION FINANCE STRATEGIES, LLC | 13-4238973 | — | PLAN ADMINISTRATOR | $15K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CBIZ CPAS P.C. | 34-1846498 | — | AUDIT | $29K | — |
Legal counsel
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SMITH LYNCH LLC | — | ATLANTA, GA | ATTORNEY | $9K | — |
Investments
2 direct securities· $50.5M(100% of reported assets)
Preferred Stocks
$50.2M
1 holding
Uncategorized
$334K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| , no par * SEACO National Corp. value | Preferred Stocks | — | $12.3M | $50.2M | 99.3% | |
| Truist Cash account | — | — | $334K | $334K | 0.7% |