Plan Snapshot
- Plan Sponsor: United States Marine, INC
- Sponsor EIN: 721002525
- Sponsor Address: 10011 LORRAINE RD., GULFPORT, MS, 39503
- Plan Type: 401(k)
- Total Participants: 222
- Total Assets: $35.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 222 | $35.8M | $958,865 | $1.3M |
| 2023 | 199 | $31.3M | $741,823 | $1.1M |
| 2022 | 183 | $26.3M | $680,203 | $998,607 |
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 |
|---|---|---|---|---|
| PEDELAHORE & CO., LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PEDELAHORE & CO., LLP — 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 | $12,799 | — | $12,799 | — | — |
| 2023 | $20,480 | — | $20,480 | — | — |
| 2022 | $8,264 | — | $8,264 | — | — |