Plan Snapshot
- Plan Sponsor: Marlins Teamco LLC
- Sponsor EIN: 822768408
- Sponsor Address: 501 MARLINS WAY, MIAMI, FL, 331251121
- Plan Type: 401(k)
- Total Participants: 195
- Total Assets: $21.4M
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 | 195 | $21.4M | $1.2M | $1.6M |
| 2023 | 239 | $18.8M | $1.3M | $1.6M |
| 2022 | 273 | $16.0M | $1.4M | $1.8M |
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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | CONTRACT ADMINISTRATOR | $65,699 | — | $65,699 |
| MORGAN STANLEY GLOBAL | INVESTMENT ADVISORY | $40,150 | — | $40,150 |
| GRANT THORNTON | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MORGAN STANLEY GLOBAL — INVESTMENT ADVISORY
- GRANT THORNTON — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $105,849
- Estimated Expense Ratio: 0.494% 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 | $105,849 | $40,150 | $65,699 | — | — |
| 2023 | $90,608 | $33,833 | $56,775 | — | — |
| 2022 | $79,855 | $30,879 | $48,976 | — | — |