Marina PDR Operations retirement plan: assets, participants and fees
What Marina PDR Operations' retirement plan plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Empower Annuity Ins. Com. of Americ | Schedule C ↗ |
| Independent auditor | Whitley Penn LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Profit-sharing · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
How the plan compares
Plan year 2024 medians for 908 defined-contribution plans in arts, entertainment, and recreation with 100 to 499 participants.
| Marina PDR Operations: employer contribution per participant | $558 | |
| Peer median | $1,540 |
| Marina PDR Operations: average balance | $4,179 | |
| Peer median | $48,682 |
| Marina PDR Operations: admin expenses ÷ assets | 1.99% | |
| Peer median | 0.36% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $50K at the end of plan year 2022 to $560K at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 149 | $560K | $75K | $558 | 1.99% | Not published | Form 5500 ↗ |
| 2023 | 140 | $274K | $61K | $723 | 2.97% | Not published | Form 5500 ↗ |
| 2022 | 110 | $50K | $16K | $185 | 0.00% | Not published | Form 5500 ↗ |
Common questions
Does Marina PDR Operations match 401(k) contributions?
The match terms for the Safe Harbor Marinas Puerto Rico Retirement Plan have not been published from its filing yet. The plan year 2024 filing reports $75K in employer contributions, about $558 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Marina PDR Operations 401(k) match vested?
The vesting schedule for the Safe Harbor Marinas Puerto Rico Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Marina PDR Operations 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Empower Annuity Ins. Com. of Americ. The plan administrator is Marina Pdr Operations, LLC.
I left Marina PDR Operations. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Marina Pdr Operations, LLC, (972) 488-1314) or the recordkeeper, Empower Annuity Ins. Com. of Americ. The Marina PDR Operations old 401(k) page lists the contacts from every plan filing. Find an old Marina PDR Operations 401(k)
Data from the public Form 5500 annual reports Marina PDR Operations filed with the U.S. Department of Labor (plan years 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Marina PDR Operations. Not financial advice. Report a correction · Methodology