# Mote Marine Laboratory, INC. 403(b) Plan
Source: https://planprovider.pro/companies/mote-marine-laboratory-inc-403b-plan

> Mote Marine Laboratory, INC.'s 403(b) plan: 337 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Mote Marine Laboratory, INC.

- **Sponsor EIN:** 590756643

- **Sponsor Address:** 1600 KEN THOMPSON PKWY, SARASOTA, FL, 34236

- **Plan Type:** 403(b)

- **Total Participants:** 337

- **Total Assets:** $28.8M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** Yes

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|337|$28.8M|$725,447|$1.0M|

| 2023|327|$28.3M|$715,629|$978,154|

| 2022|287|$25.5M|$639,729|$918,084|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| VALIC RETIREMENT SERVICES COMPANY|NONE|$85,970|—|$85,970|

| KERKERING, BERBERIO & CO|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [KERKERING, BERBERIO & CO](https://planprovider.pro/provider/kerkering-barberio-and-co) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $85,970

- **Estimated Expense Ratio:** 0.298% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$88,422|—|$88,422|—|—|

| 2023|$73,372|—|$73,372|—|—|

| 2022|$69,044|—|$69,044|—|—|

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