Village On The Isle Retirement Plan
Sponsored by Southwest Florida Retirement Center Inc Dba Village On The Isle · EIN 591931148 · Plan #001 · Venice, FL
- Total assets
- $4.4M
- Net assets
- $4.4M
- Active participants
- 269
- With balances
- 161
Plan year beginning 01/01/2024 · Total participant-directed account, 401(m) arrangement, Default investment account (QDIA)
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 |
|---|---|---|
| Lincoln National Corporation | Recordkeeping, Insurance services, Participant loan processing | $30,444 |
| Merrill Lynch | Insurance agents and brokers, Insurance services | $5,796 |