# Marinemax, INC. 401(k) Plan
Source: https://planprovider.pro/companies/marinemax-inc-401k-plan

> Marinemax, INC.&#39;s 401(k) plan: 2,810 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

## Similar Plans

- [The Boat House Group](https://planprovider.pro/companies/the-boat-house-group-401k-plan) — 197 participants

- [Galati Yacht Sales, LLC](https://planprovider.pro/companies/galati-yacht-sales-llc-401k-plan) — 136 participants

- [Riva Yamaha South, INC.](https://planprovider.pro/companies/riva-yamaha-south-inc-401k-plan) — 41 participants

- [Belae Incorporated](https://planprovider.pro/companies/belae-incorporated-plan) — 4 participants

- [Dragon Yacht Sales, INC.](https://planprovider.pro/companies/dragon-yacht-sales-inc-401k-plan) — 2 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/marinemax-inc-401k-plan)

&copy; 2026 PlanProvider.Pro
