Mote Marine Laboratory 403(b) match, vesting and fees
What Mote Marine Laboratory's 403(b) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Valic Retirement Services Company | Schedule C ↗ |
| Independent auditor | Kerkering, Berberio & Co (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 403(b) · Active | Form 5500 ↗ |
Plan history
Plan assets went from $29.2M at the end of plan year 2021 to $28.8M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 461 | $28.8M | $725K | $2,484 | 0.31% | Not published | Form 5500 ↗ |
| 2023 | 443 | $28.3M | $716K | $2,520 | 0.27% | Not published | Form 5500 ↗ |
| 2022 | 392 | $25.5M | $640K | $2,285 | 0.25% | Not published | Form 5500 ↗ |
| 2021 | 366 | $29.2M | $281K | $1,023 | 0.13% | Not published | Form 5500 ↗ |
Common questions
Does Mote Marine Laboratory match 401(k) contributions?
The match terms for the Mote Marine Laboratory, Inc. Retirement Plan have not been published from its filing yet. The plan year 2024 filing reports $725K in employer contributions, about $2,484 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Mote Marine Laboratory 401(k) match vested?
The vesting schedule for the Mote Marine Laboratory, Inc. Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Mote Marine Laboratory 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Valic Retirement Services Company. The plan administrator is Mote Marine Laboratory, Inc..
I left Mote Marine Laboratory. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Mote Marine Laboratory, Inc., (941) 388-4441) or the recordkeeper, Valic Retirement Services Company. The Mote Marine Laboratory old 401(k) page lists the contacts from every plan filing. Find an old Mote Marine Laboratory 401(k)
Data from the public Form 5500 annual reports Mote Marine Laboratory filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Mote Marine Laboratory. Not financial advice. Report a correction · Methodology