AUMdb

Monterey Boats Rewards Plan

Sponsored by Seabring Marine Industries, Inc · EIN 592648868 · Plan #001

Total assets
$8.2M
Net assets
$8.2M
Active participants
315
With balances
273

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees $23,160