Plan Snapshot
- Plan Sponsor: Sea Box, INC.
- Sponsor EIN: 222448372
- Sponsor Address: 1 SEA BOX DRIVE, EAST RIVERTON, NJ, 08077
- Plan Type: 401(k)
- Total Participants: 325
- Total Assets: $21.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 325 | $21.0M | $794,622 | $1.8M |
| 2023 | 290 | $20.4M | $764,091 | $1.6M |
| 2022 | 285 | $16.4M | $667,890 | $1.5M |
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 |
|---|---|---|---|---|
| LPL FINANCIAL LLC | ADVISOR | $34,956 | — | $34,956 |
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $31,265 | — | $31,265 |
| STRATEGIC ADVISORS, INC. | ADVISOR | $20,012 | — | $20,012 |
| JULIAN SUR, CPA | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LPL FINANCIAL LLC — ADVISOR
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- STRATEGIC ADVISORS, INC. — ADVISOR
- JULIAN SUR, CPA — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $86,233
- Estimated Expense Ratio: 0.411% 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 | $86,233 | $54,968 | $300 | — | — |
| 2023 | $72,387 | $44,562 | — | — | — |
| 2022 | $68,899 | $11,812 | — | — | — |