# Lago Mar Properties, INC. 401(k) Plan
Source: https://planprovider.pro/companies/lago-mar-properties-inc-401k-plan

> Lago Mar Properties, INC.'s 401(k) plan: 123 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Lago Mar Properties, INC.

- **Sponsor EIN:** 591156165

- **Sponsor Address:** 1700 SOUTH OCEAN LANE, FORT LAUDERDALE, FL, 33316

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

- **Total Participants:** 123

- **Total Assets:** $6.8M

## 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|123|$6.8M|$149,913|$533,924|

| 2023|110|$6.2M|$130,626|$475,617|

| 2022|102|$5.7M|$127,959|$456,182|

## 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|

| WEINSTEIN ZUGMAN LLC|Auditor|$19,092|—|$19,092|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $19,092

- **Estimated Expense Ratio:** 0.280% 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|$23,436|—|—|$19,092|—|

| 2023|$40,570|$35,307|—|—|—|

| 2022|$38,619|—|—|—|—|

## Similar Plans

- [Harborwalk Hospitality LLC](https://planprovider.pro/companies/harborwalk-hospitality-llc-401k-plan) — 123 participants

- [Playa Management Usa, LLC](https://planprovider.pro/companies/playa-management-usa-llc-401k-plan) — 119 participants

- [Sanibel Captiva Beach Resorts, LLC](https://planprovider.pro/companies/sanibel-captiva-beach-resorts-llc-401k-plan) — 112 participants

- [Cocoa Beach Motel, INC.](https://planprovider.pro/companies/cocoa-beach-motel-inc-401k-plan) — 139 participants

- [Tellus Products, LLC](https://planprovider.pro/companies/tellus-products-llc-401k-plan) — 149 participants

- [Tb Beverly Street Manager, LLC Dba Boston Courtyard](https://planprovider.pro/companies/fontainebleau-florida-hotel-llc-401k-plan-001-3416) — 78 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/lago-mar-properties-inc-401k-plan)

© 2026 PlanProvider.Pro