Suntex Marina Investors 401(k) match, vesting and fees
What Suntex Marina Investors' 401(k) 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 | Rbc | Schedule C ↗ |
| Independent auditor | Farmer Fuqua & Huff (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2025 medians for 28 defined-contribution plans in arts, entertainment, and recreation with 500 to 999 participants.
| Suntex Marina Investors: employer contribution per participant | $1,965 | |
| Peer median | $2,518 |
| Suntex Marina Investors: average balance | $25,494 | |
| Peer median | $79,138 |
| Suntex Marina Investors: admin expenses ÷ assets | 0.43% | |
| Peer median | 0.26% |
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 $4.4M at the end of plan year 2021 to $22.1M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 1,247 | $22.1M | $1.7M | $1,965 | 0.43% | Not published | Form 5500 ↗ |
| 2024 | 1,264 | $16.2M | $1.6M | $1,796 | 0.52% | Not published | Form 5500 ↗ |
| 2023 | 1,348 | $11.6M | $1.6M | $1,394 | 0.45% | Not published | Form 5500 ↗ |
| 2022 | 1,295 | $7.1M | $1.1M | $1,098 | 0.37% | Not published | Form 5500 ↗ |
| 2021 | 776 | $4.4M | $714K | $1,269 | 0.31% | Not published | Form 5500 ↗ |
Common questions
Does Suntex Marina Investors match 401(k) contributions?
The match terms for the Smi 401(k) Plan have not been published from its filing yet. The plan year 2025 filing reports $1.7M in employer contributions, about $1,965 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Suntex Marina Investors 401(k) match vested?
The vesting schedule for the Smi 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Suntex Marina Investors 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is Rbc. The plan administrator is Suntex Marina Investors, LLC.
I left Suntex Marina Investors. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Suntex Marina Investors, LLC, (469) 616-4026) or the recordkeeper, Rbc. The Suntex Marina Investors old 401(k) page lists the contacts from every plan filing. Find an old Suntex Marina Investors 401(k)
Data from the public Form 5500 annual reports Suntex Marina Investors filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024 and 2025) 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 Suntex Marina Investors. Not financial advice. Report a correction · Methodology