Plan Snapshot
- Plan Sponsor: International Marina Group I, L.P.
- Sponsor EIN: 752920867
- Sponsor Address: 14785 PRESTON RD., SUITE 975, DALLAS, TX, 75254
- Plan Type: 401(k)
- Total Participants: 2,940
- Total Assets: $123.3M
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. |
|---|---|---|---|---|
| 2024 | 2,940 | $123.3M | $3.0M | $12.0M |
| 2023 | 2,951 | $103.3M | $2.4M | $11.0M |
| 2022 | 2,663 | $85.7M | $2.1M | $10.1M |
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 |
|---|---|---|---|---|
| JOHN HANCOCK RETIREMENT PLAN SVCS | RETAINED BY PLAN SPONSOR | $296,465 | — | $296,465 |
| UBS FINANCIAL SERVICES, INC. | RETAINED BY PLAN SPONSOR | $52,500 | — | $52,500 |
| WHITLEY PENN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JOHN HANCOCK RETIREMENT PLAN SVCS — RETAINED BY PLAN SPONSOR
- UBS FINANCIAL SERVICES, INC. — RETAINED BY PLAN SPONSOR
- WHITLEY PENN LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $348,965
- Estimated Expense Ratio: 0.283% 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 | $348,964 | $52,500 | $296,464 | — | — |
| 2023 | $401,445 | $70,000 | $331,445 | — | — |
| 2022 | $409,324 | $89,600 | $319,724 | — | — |