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Original filing (PDF)20251009012028NAL0003618963001
SUBSEA 7 (US) LLC
Form 5500
FILING_RECEIVED
SUBSEA 7 401(K) RETIREMENT PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
655
Accounts w/ balance
778
Plan assets (EOY)
$153.4M
Net assets (EOY)
$153.4M
How this plan invests
This plan
7 pooled trusts
Schedule D
26 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (6 bps vs 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SUBSEA 7 (US) LLC.
Plan sponsor
Name
SUBSEA 7 (US) LLC
EIN
94-3425630
Address
17220 KATY FWY STE 100 · HOUSTON, TX · 770941485
Phone
(713) 430-1100
Industry
Engineering Services· Professional & Technical Servicessee 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
2025-10-09
Pension benefit codes
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
WEAVER AND TIDWELL, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES INC | 34-1479833 | — | NONE | $83K | — |
| PRIME CAPITAL INV ADV LLC | 82-1364595 | — | NONE | $8K | — |
| MORNINGSTAR INC | 36-3297908 | — | NONE | $6K | — |
Investments
24 direct securities · 7 pooled funds· $152.0M(99% 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
$137.1M
24 holdings
Common Collective Trust
$14.9M
7 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Schwab S&P 500 Index Fund - Sel S Mutual fund - | — | — | — | $32.6M | 21.3% | |
| JPMorgan LgCap Growth R6 Mutual fund - | — | — | — | $25.5M | 16.6% | |
| JPMorgan SmartRetirement Blend 2050 R6 Mutual fund - | — | — | — | $10.4M | 6.8% | |
| JPMorgan SmartRetirement Blend 2040 R6 Mutual fund - | — | — | — | $9.3M | 6.1% | |
| MORLEY STABLE VALUE FUND PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $8.6M | 5.6% | |
| JPMorgan Core Bond R6 Mutual fund - | — | — | — | $6.7M | 4.3% | |
| LARGE CAP VALUE FUND CL R1 GREAT GRAY TRUST COMPANY · EIN 38-7264544 / PN 707 | Common Collective Trust | — | — | $6.3M | 4.1% | |
| JPMorgan SmartRetirement Blend 2030 R6 Mutual fund - | — | — | — | $6.0M | 3.9% | |
| Investments American Funds Europacific Growth R6 Mutual fund - | — | — | — | $5.1M | 3.3% | |
| Vanguard Mid Cap Index Fund Admiral Mutual fund - | — | — | — | $4.3M | 2.8% | |
| Blackrock MD Cap Growth Portfolio K Mutual fund - | — | — | — | $3.9M | 2.6% | |
| Victory Sycamore Established Value R6 Mutual fund - | — | — | — | $3.9M | 2.6% | |
| Pimco INCM Fed Instl CL Mutual fund - | — | — | — | $3.9M | 2.5% | |
| Vanguard Small Cap I Mutual fund - | — | — | — | $3.6M | 2.3% | |
| Ishares MSCI Total Intl Indec K Mutual fund - | — | — | — | $3.3M | 2.2% | |
| JPMorgan SmCap Growth R Mutual fund - | — | — | — | $3.1M | 2.0% | |
| JPMorgan SmartRetirement Blend 2045 R6 Mutual fund - | — | — | — | $2.9M | 1.9% | |
| Avantis Emerging Markets Equity Inst Mutual fund - | — | — | — | $2.8M | 1.9% | |
| JPMorgan SmartRetirement Blend 2035 R6 Mutual fund - | — | — | — | $1.9M | 1.3% | |
| Fidelity Adv Small Cap Value Z Mutual fund - | — | — | — | $1.8M | 1.2% | |
| JPMorgan SmartRetirement Blend 2060 R6 Mutual fund - | — | — | — | $1.6M | 1.1% | |
| JPMorgan SmartRetirement Blend 2020 R6 Mutual fund - | — | — | — | $1.5M | 0.9% | |
| Virtus Real Estate Securities Fund R6 Mutual fund - | — | — | — | $1.3M | 0.8% | |
| JPMorgan SmartRetirement Blend 2055 R6 Mutual fund - | — | — | — | $745K | 0.5% | |
| JPMorgan SmartRetirement Blend 2025 R6 Mutual fund - | — | — | — | $655K | 0.4% | |
| JPMorgan SmartRetirement Blend INCM Mutual fund - | — | — | — | $212K | 0.1% | |
| FIDUCIARY INVESTMENT TR MOD AG PORT COMERICA BANK & TRUST, NATIONAL ASSOCIATION · EIN 47-6655437 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| FIDUCIARY INVESTMENT TR CONVER PORT COMERICA BANK & TRUST, NATIONAL ASSOCIATION · EIN 47-6658632 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| FIDUCIARY INVESTMENT TR GRWTH PORT COMERICA BANK & TRUST, NATIONAL ASSOCIATION · EIN 47-6649174 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| FIDUCIARY INVESTMENT TR BAL PORT COMERICA BANK & TRUST, NATIONAL ASSOCIATION · EIN 47-6652256 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| FIDUCIARY INVESTMENT TR AGGRES PORT COMERICA BANK & TRUST, NATIONAL ASSOCIATION · EIN 47-6646422 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
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