Plan Snapshot
- Plan Sponsor: Princess Cruise Lines, Ltd.
- Sponsor EIN: 980215899
- Sponsor Address: 450 THIRD AVENUE WEST, SEATTLE, WA, 98119
- Plan Type: 401(k)
- Total Participants: 2,323
- Total Assets: $352.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 2,323 | $352.6M | $6.8M | $13.6M |
| 2023 | 2,248 | $322.9M | $6.5M | $12.6M |
| 2022 | 2,458 | $281.9M | $5.8M | $10.9M |
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 |
|---|---|---|---|---|
| SWEENEY CONRAD, P.S. | Auditor | $24,708 | — | $24,708 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $24,708
- Estimated Expense Ratio: 0.007% 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 | $284,621 | $16,250 | $205,566 | $24,708 | — |
| 2023 | $343,405 | $61,151 | $182,472 | $22,660 | — |
| 2022 | $349,558 | $59,000 | $221,853 | — | $65,443 |