# Marino Management, LLC 401(k) Plan
Source: https://planprovider.pro/companies/marino-management-llc-401k-plan

> Marino Management, LLC's 401(k) plan: 195 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Marino Management, LLC

- **Sponsor EIN:** 814706269

- **Sponsor Address:** ONE GLENDINNING PLACE, WESTPORT, CT, 06880

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

- **Total Participants:** 195

- **Total Assets:** $25.0M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **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|195|$25.0M|$2.4M|$3.5M|

| 2023|172|$16.4M|$1.9M|$2.7M|

| 2022|129|$7.9M|$1.6M|$2.1M|

## 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|

| COHEN & COMPANY, LTD.|Auditor|—|—|$0|

## 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|$450|—|—|—|—|

| 2023|$375|—|—|—|—|

| 2022|—|—|—|—|—|

## Similar Plans

- [First Reserve Corporation, L.L.C.](https://planprovider.pro/companies/first-reserve-corporation-llc-plan) — 46 participants

- [Vision Search Partners LLC](https://planprovider.pro/companies/vision-search-partners-llc-401k-plan) — 4 participants

- [Bridgewater Associates, LP](https://planprovider.pro/companies/bridgewater-associates-lp-401k-plan) — 1,213 participants

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

© 2026 PlanProvider.Pro