Plan Snapshot
- Plan Sponsor: Hendry Marine Industries, INC.
- Sponsor EIN: 472955202
- Sponsor Address: 1800 GRANT ST., TAMPA, FL, 33605
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 170
- Total Assets: $0
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 | 170 | $0 | $0 | $0 |
| 2023 | 163 | $0 | $2.0M | $665,368 |
| 2022 | 181 | $56,892 | $1.1M | $709,802 |
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 |
|---|---|---|---|---|
| IMAGINE 360 ADMINISTRATORS | Other Service Provider | $98,630 | — | $98,630 |
| ONEDIGITAL (PHILADELPHIA) | Other Service Provider | $62,752 | — | $62,752 |
| THE BENECON GROUP | Investment Advisor | $34,537 | — | $34,537 |
| CONNECTCARE 3 | Other Service Provider | $10,610 | — | $10,610 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $206,529
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 | — | — | — | — | — |
| 2023 | $200,593 | — | $200,593 | — | — |
| 2022 | $220,150 | — | — | — | $220,150 |