Plan Snapshot
- Plan Sponsor: Lewis Marine Supply LLC
- Sponsor EIN: 833169627
- Sponsor Address: 220 SW 32ND ST, FORT LAUDERDALE, FL, 333153324
- Plan Type: 401(k)
- Total Participants: 207
- Total Assets: $4.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 207 | $4.2M | $213,416 | $383,259 |
| 2023 | 237 | $3.5M | $204,310 | $343,820 |
| 2022 | 209 | $3.8M | $206,460 | $350,132 |
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 |
|---|---|---|---|---|
| FORVIS MAZARS, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FORVIS MAZARS, LLP — 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 | $27,490 | $16,457 | $10,173 | — | — |
| 2023 | $24,868 | $14,445 | $9,563 | — | — |
| 2022 | $31,437 | $10,875 | $20,562 | — | — |