Mote Marine Laboratory, Inc. Retirement Plan
Sponsored by Mote Marine Laboratory, Inc. · EIN 590756643 · Plan #001
- Total assets
- $28.8M
- Net assets
- $28.8M
- Active participants
- 337
- With balances
- 292
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Default investment account (QDIA)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| The Variable Annuity Life Insurance Company CRD 104561 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Valic Retirement Services Company | Custodial (securities), Investment advisory (participants), Investment management | $85,970 |
| Variable Annuity Life Insurance Co. | Custodial (securities), Investment management, Legal | $2,452 |