Plan Snapshot
- Plan Sponsor: Jamestown Metal Marine Sales, INC.
- Sponsor EIN: 112311182
- Sponsor Address: 4710 NW 2ND AVENUE, STE 400, BOCA RATON, FL, 33431
- Plan Type: DC
- Total Participants: 312
- Total Assets: $13.7M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 312 | $13.7M | $0 | $694,707 |
| 2023 | 308 | $12.5M | $0 | $612,378 |
| 2022 | 293 | $12.0M | $0 | $627,776 |
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 |
|---|---|---|---|---|
| BANK OF AMERICA NA | Investment Advisor | $45,691 | — | $45,691 |
| TRANSAMERICA RETIREMENT SOLUTIONS | Recordkeeper | $43,271 | — | $43,271 |
| FLORIDA RETIREMENT CONS | Recordkeeper | $8,600 | — | $8,600 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TRANSAMERICA RETIREMENT SOLUTIONS — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $97,562
- Estimated Expense Ratio: 0.715% 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 | $97,727 | $45,691 | $8,600 | — | — |
| 2023 | $84,003 | $41,114 | $6,060 | — | — |
| 2022 | $97,261 | $43,030 | $54,231 | — | — |