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Original filing (PDF)20251015091405NAL0004156433001
BUCCANEERS TEAM LLC
Form 5500
FILING_RECEIVED
TAMPA BAY BUCCANEERS 401(K) SAVINGS PLAN
401(k) retirement plan
Active participants
327
Accounts w/ balance
334
Plan assets (EOY)
$40.9M
Net assets (EOY)
$40.9M
How this plan invests
This plan
2 pooled trusts
Schedule D
29 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
94
/ 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
75
Vendor stack
100
Participation health
100
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BUCCANEERS TEAM LLC.
Plan sponsor
Name
BUCCANEERS TEAM LLC
EIN
65-0573539
Address
ONE BUCCANEER PLACE · TAMPA, FL · 33607
Phone
(813) 998-3805
Industry
Arts, Entertainment, Recreationsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
012
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
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
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
INSERO & CO CPAS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $0 | — |
Investments
28 direct securities · 2 pooled funds· $40.7M(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
$40.5M
28 holdings
Common Collective Trust
$220K
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Empower Capital Group 2035 Target Date Retirement Pooled Separate Account | — | — | — | $9.5M | 23.4% | |
| Empower Capital Group 2045 Target Date Retirement Pooled Separate Account | — | — | — | $6.0M | 14.7% | |
| Empower Capital Group 2030 Target Date Retirement Pooled Separate Account | — | — | — | $5.2M | 12.7% | |
| Empower Capital Group 2025 Target Date Retirement Pooled Separate Account | — | — | — | $3.3M | 8.1% | |
| Empower Capital Group 2055 Target Date Retirement Pooled Separate Account | — | — | — | $3.1M | 7.5% | |
| Empower Capital Group 2050 Target Date Retirement Pooled Separate Account | — | — | — | $2.9M | 7.2% | |
| Fidelity 500 Index Registered Investment Companies | — | — | — | $2.7M | 6.6% | |
| Empower Capital Group 2040 Target Date Retirement Pooled Separate Account | — | — | — | $2.1M | 5.2% | |
| Empower Capital Group 2020 Target Date Retirement Pooled Separate Account | — | — | — | $1.4M | 3.4% | |
| Fidelity Mid Cap Index Registered Investment Companies | — | — | — | $1.3M | 3.2% | |
| Empower Capital Group 2060 Target Date Retirement Pooled Separate Account | — | — | — | $898K | 2.2% | |
| Ishares MSCI EAFE International Index K Registered Investment Companies | — | — | — | $414K | 1.0% | |
| Fidelity Small Cap Index Registered Investment Companies | — | — | — | $297K | 0.7% | |
| Fidelity Small Cap Growth K6 Registered Investment Companies | — | — | — | $270K | 0.7% | |
| AB US LARGE CAP GROWTH S SERS CL G GREAT GRAY · EIN 38-4116831 / PN 509 | Common Collective Trust | — | — | $220K | 0.5% | |
| American Funds New World R6 Registered Investment Companies | — | — | — | $204K | 0.5% | |
| JP Morgan Mid Cap Growth R6 Registered Investment Companies | — | — | — | $164K | 0.4% | |
| Fidelity US Bond Index Registered Investment Companies | — | — | — | $132K | 0.3% | |
| Empower Investments Fixed Account Guaranteed Investment Contract | — | — | — | $102K | 0.3% | |
| Principal Real Estate Securities FD R-6 Registered Investment Companies | — | — | — | $93K | 0.2% | |
| Pimco Income Instl Registered Investment Companies | — | — | — | $85K | 0.2% | |
| Hartford International Value R6 Registered Investment Companies | — | — | — | $54K | 0.1% | |
| Empower Capital Group 2065 Target Date Retirement Pooled Separate Account | — | — | — | $42K | 0.1% | |
| DFA US Small Cap Value I Registered Investment Companies | — | — | — | $37K | <0.1% | |
| Invesco Comstock R6 Registered Investment Companies | — | — | — | $32K | <0.1% | |
| Empower MFS Mid Cap Value Fund Pooled Separate Account | — | — | — | $26K | <0.1% | |
| Baird Core Plus Bond Inst Registered Investment Companies | — | — | — | $17K | <0.1% | |
| MFS International Growth Fund Class G Common Collective Trust | — | — | — | $8K | <0.1% | |
| DFA Inflation-Protected Securities I Registered Investment Companies | — | — | — | $4K | <0.1% | |
| COMM/COLL TRUST OF THE NFL RECIP TR PNC BANK · EIN 52-6080365 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |