Plan Snapshot
- Plan Sponsor: Jl Marine Systems, INC.
- Sponsor EIN: 593548283
- Sponsor Address: 9010 PALM RIVER ROAD, TAMPA, FL, 33619
- Plan Type: 401(k)
- Total Participants: 140
- Total Assets: $7.5M
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 | 140 | $7.5M | $269,567 | $595,905 |
| 2023 | 153 | $6.5M | $292,062 | $662,152 |
| 2022 | 141 | $4.9M | $275,370 | $607,917 |
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 |
|---|---|---|---|---|
| ASSURANCE DIMENSIONS | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ASSURANCE DIMENSIONS — Auditor
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 |
|---|---|---|---|---|---|
| 2024 | $29,147 | $24,677 | $2,335 | — | — |
| 2023 | $26,688 | $19,064 | $1,187 | $5,115 | — |
| 2022 | $19,972 | $16,893 | $3,079 | — | — |