Retirement plan

SEA TECH AND FUN USA LLC 401(K) PLAN

Name: SEA TECH AND FUN USA LLC - SEA TECH AND FUN USA LLC 401(K) PLAN (2025) Form 5500
Creator: SEA TECH AND FUN USA LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SEA TECH AND FUN USA LLC 401(K) PLAN, SEA TECH AND FUN USA LLC

SEA TECH AND FUN USA LLCEIN 27-0988447Plan #001PY 2025

2723 PALM BAY RD NE - PALM BAY, FL 32905321-409-5714

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$137K

+25.0% from 2024

Total participants

-45.5% from 2024

Average account balance

$22,835

+45.8% from 2024

Annual return

12.98%

+0.78 pp from 2024

Benchmarks

See 17,167 peers

Peer group

Industry44 - Retail Trade

Plan typeDefined contribution

Participants<25

Cohort17,167 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$137K

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$23K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$49K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$8K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+12.98%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$6286

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2F2G2H2S2T3D

Plan features

2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2H
Partial participant-directed account plan
Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$38K

$6286 / participant

Other / not subdivided$38K100.0%

% of EOY assets

27.528%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$22,835

$112,729-79.7%

$98,716-76.9%

$137,256-83.4%

Participation rate

100.0%

74.2%+25.8pp

69.3%+30.7pp

80.0%+20.0pp

Annual return

12.98%

38.48%-25.5pp

31.81%-18.8pp

220.34%-207.4pp

Employer contribution / active EE

$3,039

$2,725+11.5%

$2,279+33.4%

$4,156-26.9%

Participant deferral / active EE

$5,176

$4,640+11.5%

$4,048+27.9%

$6,407-19.2%

Admin fee / account holder

$6,286

$10,129-37.9%

$8,703-27.8%

$12,270-48.8%

SEA TECH AND FUN USA LLC 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SEA TECH AND FUN USA LLC 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion