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Original filing (PDF)20251006144518NAL0003828913001
OBI SEAFOODS, LLC
Form 5500
FILING_RECEIVED
OBI SEAFOODS 401(K) PLAN
401(k) retirement plan
Active participants
303
Accounts w/ balance
278
Plan assets (EOY)
$26.6M
Net assets (EOY)
$26.6M
How this plan invests
This plan
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for OBI SEAFOODS, LLC.
Plan sponsor
Name
OBI SEAFOODS, LLC
EIN
84-1944330
Address
4019 21ST AVE · SUITE 300 · SEATTLE, WA · 98199
Phone
(206) 285-6800
Industry
Manufacturingsee 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
2025-10-06
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CLARK NUBER PS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $39K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GALLAGHER BENEFIT SERVICES INC DBA | — | CLEVELAND, OH | INVESTMENT ADVISOR | $20K | — |
Other
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $33K | — |
| EMPOWER FINANCIAL SERVICES, INC. | — | GREENWOOD VILLAGE, CO | OTHER | $0 | — |
| EMPOWER FINANCIAL SERVICES, INC. | — | GREENWOOD VILLAGE, CO | OTHER | $0 | — |
Investments
27 direct securities· $26.4M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Blackrock Lifepath Index Retirement Mutual Fund | — | — | — | $6.4M | 24.3% | |
| Blackrock Lifepath Index 2030 Mutual Fund | — | — | — | $3.7M | 14.0% | |
| Fidelity 500 Index Mutual Fund | — | — | — | $2.5M | 9.2% | |
| Blackrock Lifepath Index 2035 Mutual Fund | — | — | — | $2.4M | 9.2% | |
| Fidelity US Bond Index Mutual Fund | — | — | — | $1.8M | 6.7% | |
| Blackrock Lifepath Index 2045 Mutual Fund | — | — | — | $1.1M | 4.2% | |
| Blackrock Lifepath Index 2040 Mutual Fund | — | — | — | $1.0M | 3.9% | |
| American Funds New World Mutual Fund | — | — | — | $949K | 3.6% | |
| Fidelity International Index Mutual Fund | — | — | — | $870K | 3.3% | |
| Blackrock Lifepath Index 2050 Mutual Fund | — | — | — | $589K | 2.2% | |
| EI Fixed Account Guaranteed Interest Fund | — | — | — | $549K | 2.1% | |
| Fidelity Inflation Protected Bond Index Mutual Fund | — | — | — | $535K | 2.0% | |
| Fidelity Small Cap Index Mutual Fund | — | — | — | $502K | 1.9% | |
| Fidelity Mid Cap Index Mutual Fund | — | — | — | $497K | 1.9% | |
| Participant loans Rates from 4.25% - 9.50% - 0 - | — | — | — | $436K | 1.6% | |
| Columbia Dividend Income Mutual Fund | — | — | — | $342K | 1.3% | |
| Fidelity Large Cap Growth Index Mutual Fund | — | — | — | $329K | 1.2% | |
| Blackrock Lifepath Index 2060 Mutual Fund | — | — | — | $295K | 1.1% | |
| Various Self-Directed Brokerage Accounts | — | — | — | $293K | 1.1% | |
| Interest, Collateral, Par, or Maturity Value Allspring Special Mid Cap Value Mutual Fund | — | — | — | $267K | 1.0% | |
| Vanguard Small Cap Value Index Admiral Mutual Fund | — | — | — | $261K | 1.0% | |
| JP Morgan Mid Cap Growth Mutual Fund | — | — | — | $215K | 0.8% | |
| Guggenheim Total Return Bond Mutual Fund | — | — | — | $150K | 0.6% | |
| DWS Reef Real Estate Securities Mutual Fund | — | — | — | $131K | 0.5% | |
| Blackrock Lifepath Index 2055 Mutual Fund | — | — | — | $123K | 0.5% | |
| MFS International Intrinsic Value Mutual Fund | — | — | — | $69K | 0.3% | |
| Vanguard Small Cap Growth Index Admiral Mutual Fund | — | — | — | $40K | 0.1% |
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