Plan Snapshot
- Plan Sponsor: Tidewater Direct, LLC
- Sponsor EIN: 203726252
- Sponsor Address: 300 TIDEWATER DRIVE, CENTREVILLE, MD, 21617
- Plan Type: 401(k)
- Total Participants: 126
- Total Assets: $2.9M
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 126 | $2.9M | $0 | $243,448 |
| 2023 | 125 | $2.7M | $0 | $249,910 |
| 2022 | 117 | $2.3M | $0 | $256,892 |
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 |
|---|---|---|---|---|
| BENEFIT AUDIT GROUP, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BENEFIT AUDIT GROUP, LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $5,668 | — | $1,893 | — | — |
| 2023 | $5,628 | — | $2,200 | — | — |
| 2022 | $4,707 | — | $4,707 | — | — |