Plan Snapshot
- Plan Sponsor: National Marine Manufacturers Association, INC.
- Sponsor EIN: 362369301
- Sponsor Address: 10 S LASALLE STREET, SUITE 3500, CHICAGO, IL, 60603
- Plan Type: 401(k)
- Total Participants: 4,068
- Total Assets: $136.2M
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 | 4,068 | $136.2M | $5.0M | $10.8M |
| 2023 | 4,748 | $120.0M | $4.8M | $10.4M |
| 2022 | 4,025 | $100.9M | $3.8M | $7.6M |
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 |
|---|---|---|---|---|
| TEMPLETON & COMPANY | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TEMPLETON & COMPANY — Auditor
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 | $901,852 | — | $664,511 | — | — |
| 2023 | $773,351 | — | $575,040 | — | — |
| 2022 | $405,573 | — | $295,532 | — | — |