Safe Harbor Marinas 401(k) Retirement Savings Plan
Sponsored by International Marina Group I, L.P. · EIN 752920867 · Plan #001
- Total assets
- $123M
- Net assets
- $123M
- Active participants
- 2,940
- With balances
- 3,881
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 |
|---|---|---|
| Ubs Financial Services Inc. CRD 8174 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| John Hancock Retirement Plan Svcs | Recordkeeping, Float revenue, Recordkeeping fees | $296,465 |
| Ubs Financial Services, Inc. | Investment advisory (plan), Investment management fees (indirect) | $52,500 |