# Clearwater Marine Aquarium, INC. 401(k) Plan
Source: https://planprovider.pro/companies/clearwater-marine-aquarium-inc-401k-plan

> Clearwater Marine Aquarium, INC.'s 401(k) plan: 219 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|—|—|

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