Plan Snapshot
- Plan Sponsor: Marina Pdr Operations, LLC
- Sponsor EIN: 872486532
- Sponsor Address: 14785 PRESTON ROAD SUITE 975, DALLAS, TX, 75254
- Plan Type: DC
- Total Participants: 129
- Total Assets: $565,247
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 129 | $565,247 | $74,822 | $180,662 |
| 2023 | 127 | $283,622 | $61,429 | $146,902 |
| 2022 | 108 | $61,577 | $15,701 | $33,999 |
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 |
|---|---|---|---|---|
| WHITLEY PENN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WHITLEY PENN 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 | $8,303 | $8,303 | — | — | — |
| 2023 | $4,812 | — | — | — | — |
| 2022 | — | — | — | — | — |