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Original filing (PDF)20251001133246NAL0013293153001
MARINEMAX, INC.
Form 5500
FILING_RECEIVED
MARINEMAX, INC. 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
2,810
Accounts w/ balance
3,272
Plan assets (EOY)
$233.4M
Net assets (EOY)
$233.4M
How this plan invests
This plan
13 pooled trusts
Schedule D
37 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 24 bps in Schedule C fees — 140% above peer band of 10 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MARINEMAX, INC..
Plan sponsor
Name
MARINEMAX, INC.
EIN
59-3496957
Address
501 BROOKER CREEK BLVD · OLDSMAR, FL · 346772966
Phone
(727) 531-8150
Industry
Retail Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-01
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CBIZ CPAS P.C
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsOther
5| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | NONE | $300K | — |
| MORGAN STANLEY | — | NEW YORK, NY | NONE | $138K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | NONE | $96K | — |
| CBIZ OPERATIONS INC DBA CBIZ MHM LL | — | NEW YORK, NY | NONE | $23K | — |
| QDRO CONSULTANTS COMPANY, LLC | — | MEDINA, OH | NONE | $2K | — |
Investments
25 direct securities · 13 pooled funds· $228.1M(98% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$155.3M
25 holdings
Common Collective Trust
$72.8M
13 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Mutual Funds | — | — | — | $24.9M | 10.7% | |
| American Funds American Balanced R6 Mutual Funds | — | — | — | $19.1M | 8.2% | |
| Vanguard Lifestrategy Growth Inv Mutual Funds | — | — | — | $15.2M | 6.5% | |
| Mfs Massachusetts Inv Gr Stk R6 Mutual Funds | — | — | — | $13.5M | 5.8% | |
| T ROWE PRICE RETIREMENT 2030 TR G T. ROWE PRICE COLLECTIVE TRUSTS · EIN 38-7010946 / PN 001 | Common Collective Trust | — | — | $11.6M | 5.0% | |
| T ROWE PRICE RETIREMENT 2040 TR G T. ROWE PRICE COLLECTIVE TRUSTS · EIN 35-6941729 / PN 001 | Common Collective Trust | — | — | $11.5M | 4.9% | |
| T ROWE PRICE RETIREMENT 2050 TR G T. ROWE PRICE COLLECTIVE TRUSTS · EIN 30-6303214 / PN 001 | Common Collective Trust | — | — | $10.4M | 4.4% | |
| T ROWE PRICE RETIREMENT 2035 TR G T. ROWE PRICE COLLECTIVE TRUSTS · EIN 36-7595013 / PN 001 | Common Collective Trust | — | — | $9.7M | 4.2% | |
| Empower Guaranteed Interest Fund Guaranteed Investment Contract | — | — | — | $9.5M | 4.1% | |
| Jpmorgan Equity Income R6 Mutual Funds | — | — | — | $9.5M | 4.1% | |
| T ROWE PRICE RETIREMENT 2045 TR G T. ROWE PRICE COLLECTIVE TRUSTS · EIN 32-6199848 / PN 001 | Common Collective Trust | — | — | $7.9M | 3.4% | |
| T ROWE PRICE RETIREMENT 2055 TR G T. ROWE PRICE COLLECTIVE TRUSTS · EIN 35-6941728 / PN 001 | Common Collective Trust | — | — | $7.6M | 3.2% | |
| American Funds New Perspective R6 Mutual Funds | — | — | — | $7.1M | 3.1% | |
| Fidelity International Index Mutual Funds | — | — | — | $6.0M | 2.6% | |
| T ROWE PRICE RETIREMENT 2060 TR G T. ROWE PRICE COLLECTIVE TRUSTS · EIN 47-1088316 / PN 001 | Common Collective Trust | — | — | $5.6M | 2.4% | |
| Fidelity Mid Cap Index Mutual Funds | — | — | — | $5.6M | 2.4% | |
| Vanguard Mid-Cap Growth Index Admiral Mutual Funds | — | — | — | $5.3M | 2.3% | |
| T ROWE PRICE RETIREMENT 2025 TR G T. ROWE PRICE COLLECTIVE TRUSTS · EIN 37-6495447 / PN 001 | Common Collective Trust | — | — | $4.7M | 2.0% | |
| Jpmorgan Us Equity R6 Mutual Funds | — | — | — | $4.6M | 2.0% | |
| Mfs Aggressive Growth Allocation R4 Mutual Funds | — | — | — | $4.3M | 1.8% | |
| Pgim Total Return Bond R6 Mutual Funds | — | — | — | $3.8M | 1.6% | |
| Fidelity Small Cap Index Mutual Funds | — | — | — | $3.8M | 1.6% | |
| Participant loans Ranging from 4.25% - 9.50% | — | — | — | $3.7M | 1.6% | |
| Vanguard Mid-Cap Value Index Admiral Mutual Funds | — | — | — | $3.4M | 1.4% | |
| Dfa Us Targeted Value I Mutual Funds | — | — | — | $2.6M | 1.1% | |
| Lord Abbett Bond Debenture R6 Mutual Funds | — | — | — | $2.5M | 1.1% | |
| Vanguard International Growth Adm Mutual Funds | — | — | — | $2.4M | 1.0% | |
| Dfa Emerging Markets Core Equity I Mutual Funds | — | — | — | $2.4M | 1.0% | |
| T ROWE PRICE RETIREMENT 2020 TR G T. ROWE PRICE COLLECTIVE TRUSTS · EIN 36-7594871 / PN 001 | Common Collective Trust | — | — | $1.9M | 0.8% | |
| T ROWE PRICE RETIREMENT 2065 TR G T. ROWE PRICE COLLECTIVE TRUSTS · EIN 85-1763138 / PN 001 | Common Collective Trust | — | — | $1.7M | 0.7% | |
| Dfa Inflation-Protected Securities I Mutual Funds | — | — | — | $1.7M | 0.7% | |
| Vanguard Lifestrategy Cnsrv Gr Inv Mutual Funds | — | — | — | $1.4M | 0.6% | |
| Dfa Us Small Cap Growth Instl Mutual Funds | — | — | — | $1.2M | 0.5% | |
| Vanguard International Value Fund Mutual Funds | — | — | — | $1.0M | 0.4% | |
| Vanguard Lifestrategy Income Inv Mutual Funds | — | — | — | $695K | 0.3% | |
| T ROWE PRICE RETIREMENT 2015 TR G T. ROWE PRICE COLLECTIVE TRUSTS · EIN 35-6941654 / PN 001 | Common Collective Trust | — | — | $304K | 0.1% | |
| SEI TRUST COMPANY GALLIARD STABLE RETURN FUND · EIN 83-6516714 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| MORLEY CAPITAL MORLEY STABLE VALUE FUND · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |