# Tampa Bay Rays Baseball Ltd. 401(k) Plan
Source: https://planprovider.pro/companies/tampa-bay-rays-baseball-ltd-401k-plan

> Tampa Bay Rays Baseball Ltd.'s 401(k) plan: 588 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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