Plan Snapshot
- Plan Sponsor: Marinemax, INC.
- Sponsor EIN: 593496957
- Sponsor Address: 501 BROOKER CREEK BLVD, OLDSMAR, FL, 346772966
- Plan Type: 401(k)
- Total Participants: 2,810
- Total Assets: $233.4M
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 | 2,810 | $233.4M | $5.7M | $17.9M |
| 2023 | 3,214 | $196.6M | $5.6M | $17.2M |
| 2022 | 2,078 | $136.5M | $4.8M | $14.0M |
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 |
|---|---|---|---|---|
| CBIZ CPAS P.C | Auditor | $23,000 | — | $23,000 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $23,000
- Estimated Expense Ratio: 0.010% 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 | $559,610 | $234,642 | — | $23,000 | — |
| 2023 | $540,000 | $227,692 | — | $47,800 | — |
| 2022 | $417,713 | $184,582 | $199,231 | — | $33,900 |