Plan Snapshot
- Plan Sponsor: Limetree Bay Terminals, LLC
- Sponsor EIN: 660846636
- Sponsor Address: 1 ESTATE HOPE, CHRISTIANSTED, VI, 00820
- Plan Type: 401(k)
- Total Participants: 151
- Total Assets: $19.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 151 | $19.4M | $610,604 | $1.3M |
| 2023 | 150 | $17.6M | $583,487 | $1.3M |
| 2022 | 139 | $15.5M | $0 | $1.5M |
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 |
|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | NONE | $10,542 | — | $10,542 |
| TAWNEY PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- THE VANGUARD GROUP, INC. — NONE
- TAWNEY PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $10,542
- Estimated Expense Ratio: 0.054% 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 | $7,542 | — | — | — | — |
| 2023 | $8,518 | — | — | — | — |
| 2022 | $4,500 | — | — | — | — |