Employers › MarineMax
Recordkeeping fees per participant · Marinemax, Inc. 401(k) Profit Sharing Plan · plan year 2024
$91.83
Higher than 68% of the 5,847 plans $50 to 250M that report it.
= $300,468 / 3,272
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251001133246NAL0013293153001, received 2025-10-01
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251001133246NAL0013293153001, received 2025-10-01
Percentiles compare this plan with the Schedule H plans $50 to 250M in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2024-01-01 to 2024-12-31, filing received 2025-10-01.
Administrative expenses excluding investment management, per participant
$99.32
Higher than 54% of the 8,758 plans $50 to 250M that report it.
= $324,968 / 3,272
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251001133246NAL0013293153001, received 2025-10-01
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251001133246NAL0013293153001, received 2025-10-01
Administrative expenses per participant
$171.03
Higher than 64% of the 9,042 plans $50 to 250M that report it.
= $559,610 / 3,272
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251001133246NAL0013293153001, received 2025-10-01
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251001133246NAL0013293153001, received 2025-10-01
Administrative expenses as a share of assets
0.240%
Higher than 78% of the 9,049 plans $50 to 250M that report it.
= $559,610 / $233,442,072
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251001133246NAL0013293153001, received 2025-10-01
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251001133246NAL0013293153001, received 2025-10-01
Employer contributions per participant
$1,741
Higher than 26% of the 9,105 plans $50 to 250M that report it.
= $5,697,011 / 3,272
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251001133246NAL0013293153001, received 2025-10-01
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251001133246NAL0013293153001, received 2025-10-01
Employer share of total contributions
22.7%
Higher than 27% of the 9,112 plans $50 to 250M that report it.
= $5,697,011 / $25,088,567
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251001133246NAL0013293153001, received 2025-10-01
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251001133246NAL0013293153001, received 2025-10-01
Employer match
“Under the Plan, we matched 50% of participants’ contributions, up to a maximum of 6% of each participant’s compensation.”
Form 10-K filed 2025-11-17, for the year ended 2025-09-30 · benefits note, 10-K benefits note · source document
Terms quoted from the filing for the year ended 2025-09-30. Figures cover plan year 2024. The plan document governs.
2E profit-sharing · 2F ERISA 404(c) plan · 2G fully participant-directed · 2J 401(k) feature · 2K 401(m) arrangement · 2S pre-approved plan document · 2T default investment (QDIA) · 3B · 3D IRS pre-approved plan · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20251001133246NAL0013293153001, received 2025-10-01
| Field | Value | Source |
|---|---|---|
| Plan sponsor | MARINEMAX, INC. | Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20251001133246NAL0013293153001, received 2025-10-01 |
| Plan name | MARINEMAX, INC. 401(K) PROFIT SHARING PLAN | Form 5500, line 1a; PLAN_NAME pos 16; filing 20251001133246NAL0013293153001, received 2025-10-01 |
| Sponsor EIN / plan number | 59-3496957 / 001 | Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20251001133246NAL0013293153001, received 2025-10-01 |
| Plan type | single-employer | Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20251001133246NAL0013293153001, received 2025-10-01 |
| Sponsor location | OLDSMAR, FL | Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20251001133246NAL0013293153001, received 2025-10-01 |
| Industry (business code) | 441222, Retail trade | Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20251001133246NAL0013293153001, received 2025-10-01 |
| Plan year | 2024-01-01 to 2024-12-31 | Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20251001133246NAL0013293153001, received 2025-10-01 |
| Filing received | 2025-10-01 | Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20251001133246NAL0013293153001, received 2025-10-01 |
| Final filing | no | Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20251001133246NAL0013293153001, received 2025-10-01 |
| Amended filing | no | Form 5500, Part I line B; AMENDED_IND pos 7; filing 20251001133246NAL0013293153001, received 2025-10-01 |
| Participants, beginning of year | 3,855 | Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20251001133246NAL0013293153001, received 2025-10-01 |
| Active participants | 2,810 | Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20251001133246NAL0013293153001, received 2025-10-01 |
| Participants, end of year | 3,532 | Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20251001133246NAL0013293153001, received 2025-10-01 |
| Participants with an account balance | 3,272 | Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251001133246NAL0013293153001, received 2025-10-01 |
| Total assets, beginning of year | $196,577,237 | Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20251001133246NAL0013293153001, received 2025-10-01 |
| Total assets, end of year | $233,442,072 | Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251001133246NAL0013293153001, received 2025-10-01 |
| Net assets, end of year | $233,442,072 | Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20251001133246NAL0013293153001, received 2025-10-01 |
| Total income | $52,358,375 | Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20251001133246NAL0013293153001, received 2025-10-01 |
| Net income | $31,919,522 | Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20251001133246NAL0013293153001, received 2025-10-01 |
| Employer contributions | $5,697,011 | Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251001133246NAL0013293153001, received 2025-10-01 |
| Participant contributions | $17,911,973 | Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20251001133246NAL0013293153001, received 2025-10-01 |
| Other contributions (incl. rollovers) | $1,479,583 | Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20251001133246NAL0013293153001, received 2025-10-01 |
| Total contributions | $25,088,567 | Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251001133246NAL0013293153001, received 2025-10-01 |
| Benefit payments | $19,672,462 | Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20251001133246NAL0013293153001, received 2025-10-01 |
| Total expenses (incl. benefit payments) | $20,438,853 | Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20251001133246NAL0013293153001, received 2025-10-01 |
| Total administrative expenses | $559,610 | Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251001133246NAL0013293153001, received 2025-10-01 |
| Contract administrator fees | $0 | Schedule H, line 2i(2); CONTRACT_ADMIN_FEES_AMT pos 106; filing 20251001133246NAL0013293153001, received 2025-10-01 |
| Recordkeeping fees | $300,468 | Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251001133246NAL0013293153001, received 2025-10-01 |
| IQPA audit fees | $23,000 | Schedule H, line 2i(4); IQPA_AUDIT_FEES_AMT pos 161; filing 20251001133246NAL0013293153001, received 2025-10-01 |
| Investment advisory and management fees | $234,642 | Schedule H, line 2i(5); INVST_MGMT_FEES_AMT pos 107; filing 20251001133246NAL0013293153001, received 2025-10-01 |
| Administrative expenses excluding investment management | $324,968 | derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251001133246NAL0013293153001, received 2025-10-01 |
| Held in master trusts | $0 | Schedule H, line 1c(11) col (b); INT_MASTER_TR_EOY_AMT pos 53; filing 20251001133246NAL0013293153001, received 2025-10-01 |
| Held in common/collective trusts | $72,819,033 | Schedule H, line 1c(9) col (b); INT_COMMON_TR_EOY_AMT pos 51; filing 20251001133246NAL0013293153001, received 2025-10-01 |
| Held in mutual funds | $147,438,276 | Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20251001133246NAL0013293153001, received 2025-10-01 |
| Independent auditor | CBIZ CPAS P.C | Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20251001133246NAL0013293153001, received 2025-10-01 |
Position = column in the DOL layout for form year 2024. Filing 20251001133246NAL0013293153001, received 2025-10-01.
| Provider | Relationship | Service codes | Direct compensation | Indirect |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY Orecordkeeper | NONE | 64 Recordkeeping fees | $300,468 | yes |
| MORGAN STANLEY | NONE | 27 Investment advisory (plan) | $138,462 | no |
| EMPOWER ADVISORY GROUP, LLC | NONE | 28 Investment management | $96,180 | no |
| CBIZ OPERATIONS INC DBA CBIZ MHM LL | NONE | 10 Accounting (including auditing) | $23,000 | no |
| QDRO CONSULTANTS COMPANY, LLC | NONE | 99 Other fees | $1,500 | no |
Schedule C Part I line 2: name (a), service codes (b), relationship (c), direct compensation paid by the plan (d), indirect compensation received (e). Filing 20251001133246NAL0013293153001, received 2025-10-01.
| Figure | 2023 | 2024 | Change |
|---|---|---|---|
| Total assets | $196,577,237 | $233,442,072 | 18.8% |
| Participants with a balance | 3,207 | 3,272 | 2.0% |
| Administrative expenses | $540,000 | $559,610 | 3.6% |
| Recordkeeping fees per participant | $82.20 | $91.83 | 11.7% |
| Employer contributions | $5,589,906 | $5,697,011 | 1.9% |
Prior filing 20241015142023NAL0014820963001, received 2024-10-15; the plan years are contiguous.
Sponsor name as filed: MARINEMAX, INC.; SEC registrant: MARINEMAX INC (CIK 1057060, matched by EIN; display name from the Form 10-K cover).