Back to filter
Original filing (PDF)20240719102951NAL0004276035001
STABBERT MARITIME MANAGEMENT
Form 5500-SF
FILING_RECEIVED
STABBERT MARITIME MANAGEMENT 401(K) PLAN
401(k) retirement plan
Signals · 1
No auditor on file
Active participants
156
Accounts w/ balance
72
Plan assets (EOY)
$7.1M
Net assets (EOY)
$7.1M
Plan health score (directional)
72
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
60
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
65
Knocking points off
- No independent qualified public accountant (IQPA) named.
- Only 46% as many balances as active participants — suggests many active employees aren't deferring.
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 STABBERT MARITIME MANAGEMENT.
Plan sponsor
Name
STABBERT MARITIME MANAGEMENT
EIN
91-1143071
Address
2629 NW 54TH STREET · SEATTLE, WA · 98107
Phone
(206) 204-4116
Industry
Transportation & Warehousingsee all
Plan administrator
Name
STABBERT MARITIME MANAGEMENT
EIN
91-1143071
City
SEATTLE, WA
Phone
(206) 204-4116
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-12-31
Filed
2024-07-19
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
—
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 Transportation & Warehousing plans
NORTH STAR TERMINAL & STEVEDORE COMPANY
THE SAVINGS GROWTH PLAN FOR NORTH STAR TERMINAL & STEVEDORE COMPANY, LLC
$7.2M · 15 participants
METSON MARINE SERVICES, INC.
METSON MARINE SERVICES, INC. 401(K) PLAN & TRUST
$7.0M · 179 participants
OLDENDORFF CARRIERS USA INC.
OLDENDORFF CARRIERS USA INC. 401(K) PLAN
$7.2M · 17 participants
NICHOLSON TERMINAL & DOCK COMPANY
NICHOLSON TERMINAL & DOCK COMPANY NON-UNION 401(K) PLAN
$6.7M · 10 participants
PORTS AMERICA
PORTS AMERICA PENSION PLAN
$7.6M · 91 participants
CLEAN GULF ASSOCIATES SERVICES, LLC
CLEAN GULF ASSOCIATES SERVICES, LLC 401(K) PLAN
$7.7M · 39 participants
Large plans in Washington
THE BOEING CO. AND CONSOLIDATED SUBSIDIARIES
THE BOEING COMPANY 401(K) RETIREMENT PLAN
$73.9B · 143,146 participants
THE BOEING CO. AND CONSOLIDATED SUBSIDIARIES
THE BOEING COMPANY EMPLOYEE SAVINGS PLANS MASTER TRUST INVESTMENT ACCOUNT
$73.5B
MICROSOFT CORPORATION
MICROSOFT CORPORATION SAVINGS PLUS 401K PLAN
$65.6B · 123,878 participants
WESTERN CONFERENCE OF TEAMSTERS PENSION TRUST FUND BOARD OF TRUSTEES
WESTERN CONFERENCE OF TEAMSTERS PENSION PLAN
$56.4B · 231,353 participants
THE BOEING CO. AND CONSOLIDATED SUBSIDIARIES
THE BOEING COMPANY EMPLOYEE RETIREMENT PLANS MASTER TRUST
$46.2B
COSTCO WHOLESALE CORPORATION
COSTCO 401K RETIREMENT PLAN
$41.0B · 212,976 participants