Plan Snapshot
- Plan Sponsor: Marlins Teamco LLC
- Sponsor EIN: 822768408
- Sponsor Address: 501 MARLINS WAY, MIAMI, FL, 33125
- Plan Type: DB
- Total Participants: 74
- Total Assets: $38.2M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 74 | $38.2M | $600,000 | $0 |
| 2023 | 86 | $38.2M | $1.2M | $0 |
| 2022 | 94 | $39.0M | $1.6M | $0 |
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 |
|---|---|---|---|---|
| SEI INVESTMENTS MANAGEMENT CORP | NONE | $63,067 | — | $63,067 |
| WILLIS TOWERS WATSON US LLC | NONE | $42,258 | — | $42,258 |
| GRANT THORNTON LLP | NONE | $23,830 | — | $23,830 |
| MORGAN, LEWIS & BOCKIUS LLP | NONE | $7,322 | — | $7,322 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WILLIS TOWERS WATSON US LLC — NONE
- GRANT THORNTON LLP — NONE
- MORGAN, LEWIS & BOCKIUS LLP — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $136,477
- Estimated Expense Ratio: 0.358% 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 | $294,170 | $63,067 | — | $23,830 | — |
| 2023 | $532,261 | $14,172 | — | $26,814 | — |
| 2022 | $536,681 | $63,897 | — | — | $57,956 |