# Ancon Marine, INC. 401(k) Plan
Source: https://planprovider.pro/companies/ancon-marine-inc-401k-plan

> Ancon Marine, INC.'s 401(k) plan: 562 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Ancon Marine, INC.

- **Sponsor EIN:** 330392593

- **Sponsor Address:** 10571 LOS ALAMITOS BLVD, LOS ALAMITOS, CA, 90720

- **Plan Type:** 401(k)

- **Total Participants:** 562

- **Total Assets:** $16.0M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|562|$16.0M|$412,838|$1.7M|

| 2023|563|$12.8M|$337,015|$1.4M|

| 2022|462|$9.8M|$281,385|$1.1M|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| JOHN HANCOCK|RECORDKEEPER|$52,289|$14,626|$66,915|

| GLOBAL RETIREMENT PARTNERS|RIA|$44,773|—|$44,773|

| BAKER TILLY US, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [JOHN HANCOCK](https://planprovider.pro/provider/john-hancock) — RECORDKEEPER

- [GLOBAL RETIREMENT PARTNERS](https://planprovider.pro/provider/global-retirement-partners-llc) — RIA

- [BAKER TILLY US, LLP](https://planprovider.pro/provider/baker-tilly-us-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $111,688

- **Estimated Expense Ratio:** 0.698% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$133,952|$133,952|—|—|—|

| 2023|$118,984|$118,984|—|—|—|

| 2022|$84,924|—|—|—|$84,924|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/ancon-marine-inc-401k-plan)

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