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Original filing (PDF)20251015152402NAL0004980545001
THE SEER GROUP LLC
Form 5500
FILING_RECEIVED
SEER GROUP 401(K) PLAN
401(k) retirement plan
Active participants
1,834
Accounts w/ balance
1,231
Plan assets (EOY)
$47.5M
Net assets (EOY)
$47.5M
How this plan invests
This plan
1 pooled trust
Schedule D
33 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 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
80
Knocking points off
- 67% balance-to-active ratio — below typical for a healthy 401(k).
Helping the score
- Below-peer total fees (0 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE SEER GROUP LLC.
Plan sponsor
Name
THE SEER GROUP LLC
EIN
82-3222403
Address
4601 S 134TH PLACE · SEATTLE, WA · 98168
Phone
(425) 830-9679
Industry
Wholesale Tradesee 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
2025-10-15
Pension benefit codes
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
OPSAHLDAWSON&COLLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | -$5K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASCENSUS LLC | 82-3719843 | — | NONE | $6K | — |
Investments
32 direct securities · 1 pooled fund· $47.5M(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
$45.6M
32 holdings
Common Collective Trust
$1.9M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FIDELITY CONTRA FUND ** | — | — | — | $4.4M | 9.3% | |
| FID 500 INDEX ** | — | — | — | $4.2M | 8.9% | |
| LOOMIS SAYLES INV GRADE BND FND CL N ** | — | — | — | $3.2M | 6.8% | |
| PIONEER INTERNATIONAL EQUITY Y ** | — | — | — | $3.0M | 6.2% | |
| Interests in Mutual Funds * BLACKROCK EQUITY DIVIDEND CL I ** | — | — | — | $2.7M | 5.7% | |
| FID FDM IDX 2035 IPR ** | — | — | — | $2.7M | 5.7% | |
| FID FDM IDX 2040 IPR ** | — | — | — | $2.6M | 5.5% | |
| FID FDM IDX 2030 IPR ** | — | — | — | $2.6M | 5.4% | |
| INVS VALUE OPPS R6 ** | — | — | — | $2.5M | 5.3% | |
| JPMORGAN MID CAP GROWTH I ** | — | — | — | $2.2M | 4.6% | |
| VANGUARD SMALL CAP VALUE INDEX ** | — | — | — | $2.1M | 4.5% | |
| VANGUARD SMALL CAP GROWTH INDEX ADMI ** | — | — | — | $2.1M | 4.3% | |
| MORLEY STABLE VALUE PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $1.9M | 4.1% | |
| JPMORGAN STRATEGIC INCM OPPTY R6 ** | — | — | — | $1.9M | 4.0% | |
| FID FDM IDX 2045 IPR ** | — | — | — | $1.6M | 3.3% | |
| INVESCO OPPEN INTL SMALL MID CO Y ** | — | — | — | $1.3M | 2.6% | |
| FID FDM IDX 2055 IPR ** | — | — | — | $951K | 2.0% | |
| FID FDM IDX 2050 IPR ** | — | — | — | $945K | 2.0% | |
| FID EMERGING MKTS ** | — | — | — | $883K | 1.9% | |
| PGIM US REAL EST R6 ** | — | — | — | $786K | 1.7% | |
| DFA SHORT DURATION REAL RETURN INTSL ** | — | — | — | $736K | 1.5% | |
| FID FDM IDX 2060 IPR ** | — | — | — | $687K | 1.4% | |
| FID FDM IDX 2025 IPR ** | — | — | — | $399K | 0.8% | |
| Participant Loans 4.25% to 9.50% | — | — | — | $339K | 0.7% | |
| FID FDM IDX 2015 IPR ** *** 496 * FID FDM IDX 2020 IPR ** | — | — | — | $246K | 0.5% | |
| FID FDM IDX 2065 IPR ** | — | — | — | $229K | 0.5% | |
| PIMCO LOW-DURATION FUND INSTL CLASS ** | — | — | — | $148K | 0.3% | |
| PIMCO TOTAL RETURN FUND INSTL CLASS ** | — | — | — | $137K | 0.3% | |
| FID FDM IDX INC IPR ** | — | — | — | $26K | <0.1% | |
| HARBOR INTERNATIONAL FUND INSTL ** | — | — | — | $12K | <0.1% | |
| FID FDM IDX 2070 IPR ** | — | — | — | $4K | <0.1% | |
| NEUBERGER BERMAN REAL ESTATE FD CL R ** | — | — | — | $1K | <0.1% | |
| FID FDM IDX 2010 IPR ** | — | — | — | $1K | <0.1% |
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