Plan Snapshot
- Plan Sponsor: Tampa Bay Rays Baseball Ltd.
- Sponsor EIN: 593300424
- Sponsor Address: 1 TROPICANA DRIVE, ST PETERSBURG, FL, 33705
- Plan Type: 401(k)
- Total Participants: 588
- Total Assets: $60.8M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 588 | $60.8M | $3.1M | $3.9M |
| 2023 | 486 | $50.5M | $2.8M | $3.6M |
| 2022 | 456 | $39.8M | $2.3M | $3.2M |
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 |
|---|---|---|---|---|
| SAGEVIEW ADVISORY GROUP LLC | INVESTMENT ADVISOR | $46,413 | — | $46,413 |
| EMPOWER ANNUITY INSURANCE COMPANY O | RECORDKEEPER | $37,988 | — | $37,988 |
| CBIZ CPAS P.C. | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $84,401
- Estimated Expense Ratio: 0.139% 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 | $84,401 | $46,413 | $8,368 | — | — |
| 2023 | $84,162 | $47,862 | $36,125 | — | — |
| 2022 | $76,076 | $42,787 | $30,639 | — | $2,325 |