# Iconic Marine Group 401(k) Plan
Source: https://planprovider.pro/companies/iconic-marine-group-401k-plan

> Iconic Marine Group's 401(k) plan: 255 participants, plan year 2023 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2023.

## Plan Snapshot

- **Plan Sponsor:** Iconic Marine Group

- **Sponsor EIN:** 812515810

- **Sponsor Address:** 1653 WHICHARDS BEACH ROAD, CHOCOWINITY, NC, 27817

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

- **Total Participants:** 255

- **Total Assets:** $1.6M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **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.|

| 2023|255|$1.6M|$125,456|$737,997|

| 2022|437|$865,618|$75,467|$451,064|

## 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|

| BERGANKDV LLC|Auditor|—|—|$0|

## 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|

| 2023|$26,462|$5,497|—|—|—|

| 2022|$13,269|—|—|—|—|

## Similar Plans

- [Grady-White Boats, INC.](https://planprovider.pro/companies/grady-white-boats-inc-401k-plan) — 351 participants

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

© 2026 PlanProvider.Pro