Plan Snapshot
- Plan Sponsor: Clearwater Marine Aquarium, INC.
- Sponsor EIN: 592086737
- Sponsor Address: 249 WINDWARD PASSAGE, CLEARWATER, FL, 33767
- Plan Type: 401(k)
- Total Participants: 219
- Total Assets: $3.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 219 | $3.4M | $180,496 | $357,416 |
| 2023 | 285 | $2.8M | $166,836 | $300,208 |
| 2022 | 236 | $2.0M | $120,298 | $207,000 |
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 |
|---|---|---|---|---|
| PDR CPAS + ADVISORS | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PDR CPAS + ADVISORS — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $23,157 | — | $23,157 | — | — |
| 2023 | $19,081 | — | $19,081 | — | — |
| 2022 | $18,377 | — | $18,377 | — | — |