Marinemax, Inc. 401(k) Profit Sharing Plan
Sponsored by Marinemax, Inc. · EIN 593496957 · Plan #001
- Total assets
- $233M
- Net assets
- $233M
- Active participants
- 2,810
- With balances
- 3,272
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Morgan Stanley Smith Barney Llc CRD 149777 | deterministic · 100% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company O | Recordkeeping fees | $300,468 |
| Morgan Stanley | Investment advisory (plan) | $138,462 |
| Empower Advisory Group, Llc | Investment management | $96,180 |
| Cbiz Operations Inc Dba Cbiz Mhm Ll | Accounting | $23,000 |
| Qdro Consultants Company, Llc | Other fees | $1,500 |