# Malibu Boats, LLC 401(k) Plan
Source: https://planprovider.pro/companies/malibu-boats-llc-401k-plan

> Malibu Boats, LLC's 401(k) plan: 2,208 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Malibu Boats, LLC

- **Sponsor EIN:** 205114805

- **Sponsor Address:** 5075 KIMBERLY WAY, LOUDON, TN, 37774

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

- **Total Participants:** 2,208

- **Total Assets:** $74.2M

## 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|2,208|$74.2M|$3.0M|$10.1M|

| 2023|2,533|$67.3M|$3.4M|$11.1M|

| 2022|2,748|$54.9M|$3.1M|$10.0M|

## 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|

| LBMC, PC.|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [LBMC, PC.](https://planprovider.pro/provider/lbmc-pc) — 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|$350,519|$73,750|—|—|—|

| 2023|$318,619|$62,140|$300|—|—|

| 2022|$251,925|—|—|—|—|

## Similar Plans

- [Mastercraft Boat Company, INC.](https://planprovider.pro/companies/mastercraft-boat-company-inc-401k-plan) — 717 participants

- [Hydra-Sports Custom Boats, LLC](https://planprovider.pro/companies/hydra-sports-custom-boats-llc-401k-plan) — 364 participants

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