# International Marina Group I, L.P. 401(k) Plan
Source: https://planprovider.pro/companies/international-marina-group-i-l-p-401k-plan

> International Marina Group I, L.P.'s 401(k) plan: 2,940 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/john-hancock) — RETAINED BY PLAN SPONSOR

- [UBS FINANCIAL SERVICES, INC.](https://planprovider.pro/provider/aspire-financial-services) — RETAINED BY PLAN SPONSOR

- [WHITLEY PENN LLP](https://planprovider.pro/provider/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|—|—|

## Similar Plans

- [Golf Management Operating, LLC](https://planprovider.pro/companies/golf-management-operating-llc-401k-plan) — 2,556 participants

- [Main Event Entertainment, INC.](https://planprovider.pro/companies/main-event-entertainment-inc-401k-plan) — 3,434 participants

- [Cgpm/Wmc Operating, LLC](https://planprovider.pro/companies/cgpm-wmc-operating-llc-401k-plan) — 2,079 participants

- [Santikos Enterprises, LLC](https://planprovider.pro/companies/santikos-enterprises-llc-401k-plan) — 1,689 participants

- [Suntex Marina Investors, LLC](https://planprovider.pro/companies/suntex-marina-investors-llc-401k-plan) — 1,113 participants

- [I.A.T.S.E. Local Union No 51](https://planprovider.pro/companies/i-a-t-s-e-local-union-no-51-401k-plan) — 678 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/international-marina-group-i-l-p-401k-plan)

© 2026 PlanProvider.Pro