Back to filter
Original filing (PDF)20250620130839NAL0002345075001
DANIEL ISLAND MARINA OPERATION
Form 5500-SF
FILING_RECEIVED
DANIEL ISLAND MARINA OPERATION 401(K) PROFIT SHARING PLAN & TRUST
401(k) retirement plan
Signals · 1
No auditor on file
Active participants
155
Accounts w/ balance
4
Plan assets (EOY)
$2K
Net assets (EOY)
$2K
Plan health score (directional)
72
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
60
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
65
Knocking points off
- No independent qualified public accountant (IQPA) named.
- Only 3% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DANIEL ISLAND MARINA OPERATION.
Plan sponsor
Name
DANIEL ISLAND MARINA OPERATION
EIN
80-0525654
Address
669 MARINA DR STE B11 · CHARLESTON, SC · 294928385
Phone
(843) 884-1000
Industry
All Other Professional Services· Professional & Technical Servicessee 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
2025-06-20
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size All Other Professional Services plans
FLATIRONS CHIROPRACTIC
FLATIRONS CHIROPRACTIC 401(K) PROFIT SHARING PLAN & TRUST
$2K · 2 participants
OFFICE OF DISPUTE RESOLUTION
OFFICE OF DISPUTE RESOLUTION 401K PLAN
$2K · 4 participants
FORPSYCH CORPORATION
FORPSYCH CORPORATION SOCA BENEFIT PLAN
$2K · 9 participants
SCOTT ROSENBAUM ARCHITECTURAL
SCOTT ROSENBAUM ARCHITECTURA 401K PLAN
$2K · 1 participants
PROBUILT CONSTRUCTION LLC
PROBUILT CONSTRUCTION LLC 401(K) PROFIT SHARING PLAN & TRUST
$2K · 1 participants
TBK NORTHERN MAINE LLC
TBK NORTHERN MAINE LLC 401(K) PROFIT SHARING PLAN & TRUST
$2K · 5 participants
Large plans in South Carolina
MICHELIN NORTH AMERICA, INC. C/O RETIREMENT MANAGER
MICHELIN 401(K) SAVINGS PLAN
$4.5B · 15,068 participants
SAVANNAH RIVER NUCLEAR SOLUTIONS, LLC
THE SAVANNAH RIVER NUCLEAR SOLUTIONS, LLC MULTIPLE EMPLOYER PENSION PLAN
$3.7B · 1,489 participants
SAVANNAH RIVER NUCLEAR SOLUTIONS
SAVANNAH RIVER NUCLEAR SOLUTIONS, LLC MASTER TRUST
$3.7B
SAVANNAH RIVER NUCLEAR SOLUTIONS, LLC
THE SAVANNAH RIVER NUCLEAR SOLUTIONS, LLC DEFINED CONTRIBUTION PLAN
$2.8B · 9,871 participants
MICHELIN NORTH AMERICA, INC
MICHELIN RETIREMENT PLAN
$2.2B · 3,464 participants
PRISMA HEALTH
PRISMA HEALTH RETIREMENT SAVINGS PLAN
$2.2B · 32,659 participants