Plan Ledger DOL Form 5500 · updated monthly

Cruise Yacht Opco LTD.401(k)

CRUISE YACHT OPCO 401(K) PLAN · FORT LAUDERDALE, FL · plan year 2024

Reported admin expense ratio · 2024
0.12%

Peer grade: A · admin costs + employer contributions vs same-size plans · how grading works

Cruise Yacht Opco LTD. reported $4,134 in plan administrative expenses for 2024: 0.12% of average plan assets, lower than ~75% of peers. Employer contributions averaged $2,696 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other transportation & warehousing employers. By assets it is among the smaller plans on file in Florida (2,667th of 3,644), and 1,774th of 2,677 in transportation & warehousing. In 2024, employees put in $1.47 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$4,073,122
Participants with balances179
Active participants155
Employer contributions$417,884
Employee contributions$614,284
Employer contribution per active participant$2,696
Average account balance$22,755
Benefits paid to participants$244,725
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$1,452
Investment management$2,682
Total administrative$4,134
The Cruise Yacht Opco LTD. 401(k) match · 2024
Employer contribution per active participant$2,696
Median for plans this size$1,313

Cruise Yacht Opco LTD.'s 2024 employer contribution ran above the $1,313 median for plans its size, placing it in the top quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2024$4,134 · 0.12%
Similar plansTransportation & Warehousing · Florida
Access USA Shipping, LLC FL$4.6M · 1.10%
Dann Ocean Towing Inc. FL$4.6M · 0.98%
King Ocean Agency Inc FL$4.2M · 0.96%
Sun Terminals Inc FL$3.7M · 1.02%
Southeast Unloading, LLC FL$3.7M · 2.38%

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Source: U.S. Department of Labor, Form 5500 series, EIN 981377139 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.