# Great Bay Distributors, INC. 401(k) Plan
Source: https://planprovider.pro/companies/great-bay-distributors-inc-591196133-501

> Great Bay Distributors, INC.&#39;s 401(k) plan: 544 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Great Bay Distributors, INC.

- **Sponsor EIN:** 591196133

- **Sponsor Address:** 2750 EAGLE AVENUE NORTH, ST. PETERSBURG, FL, 33716

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

- **Plan Number:** 501

- **Total Participants:** 544

- **Total Assets:** $218,013

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

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

| 2024|544|$218,013|$2.5M|$1.4M|

| 2023|337|$369,441|$1.3M|$1.5M|

| 2022|282|$1.2M|$1.1M|$706,645|

## 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|

| BOON-CHAPMAN|Recordkeeper|$141,169|—|$141,169|

| BEVCAP MANAGEMENT, LLC|Other Service Provider|$110,152|—|$110,152|

| AETNA - PPO|Insurance Carrier|$67,429|—|$67,429|

| RETRO HEALTH, LLC|Other Service Provider|$30,072|—|$30,072|

| BEVCAP HEALTH PROTECTED CELL L|Other Service Provider|$23,004|—|$23,004|

| THE PHIA GROUP, LLC|Other Service Provider|$9,442|—|$9,442|

| 98POINT6|Other Service Provider|$8,462|—|$8,462|

| WELLDYNERX, LLC|Other Service Provider|$6,956|—|$6,956|

| SPRING CARE INC|Other Service Provider|$5,943|—|$5,943|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $402,629

- **Estimated Expense Ratio:** 184.681% 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|$409,376|—|$409,376|—|—|

| 2023|$405,252|—|$405,252|—|—|

| 2022|$211,172|—|—|—|—|

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