Back to filter
Original filing (PDF)20240913154157NAL0005166083001
SMUGGLERS ENTERPRISES, INC.
Form 5500-SF
FILING_RECEIVED
SMUGGLER'S ENTERPRISES, INC. 401(K) PLAN
401(k) retirement plan
Active participants
0
Accounts w/ balance
22
Plan assets (EOY)
$1.2M
Net assets (EOY)
$1.2M
Plan health score (directional)
87
/ 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
75
Vendor stack
100
Participation health
90
Knocking points off
- No active participants reported but plan still holds assets.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SMUGGLERS ENTERPRISES, INC..
Plan sponsor
Name
SMUGGLERS ENTERPRISES, INC.
EIN
65-0370624
Address
1200 W REATTA ESPLANADE UNIT 55 · PUNTA GORDA, FL · 33950
Phone
(941) 916-5196
Industry
Accommodation & Food Servicessee all
Plan administrator
Name
ADMINISTRATIVE GROUP, LLC DBA TAG RESOURCES
EIN
62-1874769
City
KNOXVILLE, TN
Phone
(865) 670-1844
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-12-31
Filed
2024-09-13
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
2T · Default investment account (QDIA)
2A · Age/service weighted or new comparability
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Accommodation & Food Services plans
HUEY MAGOOS RESTAURANTS LLC
HUEY MAGOOS RESTAURANTS RETIREMENT PLAN
$1.2M · 98 participants
6976 PUB, LLC
THE BASEMENT GROUP CASH BALANCE PLAN
$1.2M · 130 participants
SCOTTYS FISHING STATION INC
SCOTTYS FISHING STATION INC
$1.2M · 19 participants
COLONIAL ICE CREAM, INC.
COLONIAL ICE CREAM, INC. EMPLOYEE'S PROFIT SHARING & SAVINGS PLAN
$1.2M · 25 participants
KOCO'S PUB, INC.
KOCO'S PUB, INC. 401(K) PROFIT SHARING PLAN
$1.2M · 20 participants
ROSEBUD RESTAURANTS, INC.
ROSEBUD RESTAURANTS, INC. 401(K) PLAN
$1.2M · 1,249 participants
Large plans in Florida
L3HARRIS TECHNOLOGIES, INC.
L3HARRIS RETIREMENT SAVINGS PLAN
$16.3B · 41,945 participants
L3HARRIS TECHNOLOGIES, INC.
L3HARRIS RETIREMENT SAVINGS PLAN MASTER TRUST
$16.2B
PUBLIX SUPER MARKETS, INC.
PUBLIX SUPER MARKETS, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST
$14.3B · 156,344 participants
PWC US GROUP LLP
SAVINGS PLAN FOR EMPLOYEES AND PARTNERS OF PWC
$13.2B · 49,697 participants
ADP TOTALSOURCE GROUP, INC.
ADP TOTALSOURCE RETIREMENT SAVINGS PLAN
$9.2B · 299,514 participants
PRICEWATERHOUSECOOPERS LLP
SAVINGS PLAN FOR EMPLOYEES AND PARTNERS OF PRICEWATERCOOPERS LLP
$9.1B · 50,893 participants