AUMdb

The Florida Aquarium Retirement Savings Plan

Sponsored by The Florida Aquarium, Inc. · EIN 592807815 · Plan #001

Total assets
$7.5M
Net assets
$7.5M
Active participants
366
With balances
188

Plan year beginning 01/01/2024 · Profit-sharing, ERISA 404(c) participant-directed, Total participant-directed account

Linked investment advisers

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

Firm Match Plan year
Raymond James & Associates, Inc. CRD 705 fuzzy_auto · 99% 2024

Service providers

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

Provider Services Direct comp
Raymond James & Associates, Inc Investment advisory (plan), Direct payment from the plan $21,204