# Tarpon Blue Ce Management LLC 401(k) Plan
Source: https://planprovider.pro/companies/tarpon-blue-ce-management-llc-401k-plan

> Tarpon Blue Ce Management LLC's 401(k) plan: 15 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Tarpon Blue Ce Management LLC

- **Sponsor EIN:** 883711687

- **Sponsor Address:** 999 VANDERBILT BEACH ROAD, NAPLES, FL, 34108

- **Plan Type:** 401(k)

- **Total Participants:** 15

- **Total Assets:** $30.6M

## 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|15|$30.6M|$145,626|$214,005|

| 2023|11|$28.9M|$132,101|$220,498|

| 2022|28|$28.2M|$154,839|$245,993|

## 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|

| RSM US LLP|Auditor|$30,450|—|$30,450|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [RSM US LLP](https://planprovider.pro/provider/rsm-us-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $30,450

- **Estimated Expense Ratio:** 0.100% 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|$72,901|$15,053|—|$30,450|—|

| 2023|$83,837|$30,080|$26,250|—|—|

| 2022|$88,083|$30,000|—|—|$24,676|

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