Plan Ledger DOL Form 5500 · updated monthly

International Marina Group I, L.P.401(k)

SAFE HARBOR MARINAS 401(K) RETIREMENT SAVINGS PLAN · DALLAS, TX · plan year 2024

Reported admin expense ratio · 2024
0.31%

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

International Marina Group I, L.P. reported $348,964 in plan administrative expenses for 2024: 0.31% of average plan assets, higher than ~75% of peers. Employer contributions averaged $1,025 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.

Across the 2 years on file its reported administrative ratio fell from 0.47% to 0.31%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other arts, entertainment & recreation employers. By assets it is the 535th-largest of 5,688 plans among Texas employers on file, and the 81st of 1,311 in arts, entertainment & recreation. In 2024, employees put in $3.97 for every $1.00 the employer contributed; active participation has grown from 2,663 to 2,940 since 2022.

Plan summary
Net assets, end of year$123,348,373
Participants with balances3,881
Active participants2,940
Employer contributions$3,013,896
Employee contributions$11,968,539
Employer contribution per active participant$1,025
Average account balance$31,783
Benefits paid to participants$8,432,954
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$123.3M · 3,881 accts · $3.0M emplr
2023$103.3M · 3,712 accts · $2.4M emplr
2022$85.7M · 3,393 accts · $2.1M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$296,464
Investment management$52,500
Total administrative$348,964
The International Marina Group I, L.P. 401(k) match · 2024
Employer contribution per active participant$1,025
Median for plans this size$3,635
2024$1,025 per active participant
2023$820 per active participant
2022$791 per active participant

International Marina Group I, L.P.'s 2024 employer contribution ran below the $3,635 median for plans its size, in the bottom 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.

Service providers · 20242
JOHN HANCOCK RETIREMENT PLAN SVCS · Recordkeeping$296,465
UBS FINANCIAL SERVICES, INC. · Investment advisory (plan)$52,500

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024John Hancock
2023John Hancock

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$348,964 · 0.31%
2023$401,445 · 0.42%
2022$409,324 · 0.47%
Same employer
Similar plansArts, Entertainment & Recreation · Texas
Varsity Brands, LLC TX$405.8M · 0.07%
Cinemark USA, Inc. TX$215.1M · 0.14%
Topgolf International, Inc. TX$126.3M · 0.10%
Clubcorp USA, Inc. TX$82.7M · 0.12%
Dave & Buster's, Inc. TX$74.5M · 0.36%

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Source: U.S. Department of Labor, Form 5500 series, EIN 752920867 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.