One Florida Bank's EIN is 01-0914314.
Download the official 2024 Form 5500 (PDF) for One Florida Bank from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)One Florida Bank's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CERTIFIED ADVISORY CORP | 59-3047790 | — | INVESTMENT ADVISOR | $11K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CERTIFIED BENEFITS CORP | 59-3394091 | — | TPA AND RK | $7K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2035 Inv | Mutual Funds | — | — | $1.5M | 13.7% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $1.1M | 9.9% | |
| Vanguard Target Retirement 2040 Inv | Mutual Funds | — | — | $1.1M | 9.9% | |
| Vanguard Growth Index Adm | Mutual Funds | — | — | $754K | 6.7% | |
| Vanguard Target Retirement 2050 Inv | Mutual Funds | — | — | $707K | 6.3% | |
| Vanguard Target Retirement 2030 Inv | Mutual Funds | — | — | $674K | 6.0% | |
| Vanguard Target Retirement 2025 Inv | Mutual Funds | — | — | $599K | 5.4% | |
| Vanguard Target Retirement 2045 Inv | Mutual Funds | — | — | $443K | 4.0% | |
| Vanguard Prime Money Market | Mutual Funds | — | — | $435K | 3.9% | |
| Vanguard Target Retirement 2055 Inv | Mutual Funds | — | — | $407K | 3.6% | |
| Vanguard Target Retirement Income Inv | Mutual Funds | — | — | $303K | 2.7% | |
| Vanguard Equity-Income Adm | Mutual Funds | — | — | $295K | 2.6% | |
| American Funds Bond Fund of Amer | Mutual Funds | — | — | $291K | 2.6% | |
| Vanguard Developed Markets Idx Admiral | Common Collective Trusts | — | — | $263K | 2.4% | |
| Vanguard Target Retirement 2020 Inv | Mutual Funds | — | — | $230K | 2.1% | |
| Columbia Small Cap Index R5 | Other securities | — | — | $221K | 2.0% | |
| Vanguard Mid Cap Index Adm | Mutual Funds | — | — | $216K | 1.9% | |
| Notes receivable from participants | Other securities | — | — | $209K | 1.9% | |
| INVESCO STABLE VALUE TRUST INVESCO · EIN 84-1142974 / PN 001 | Common Collective Trust | — | — | $203K | 1.8% | |
| JPMorgan Mid Cap Growth R6 | Other securities | — | — | $193K | 1.7% | |
| Vanguard Target Retirement 2060 Inv | Mutual Funds | — | — | $190K | 1.7% | |
| American Century Small Cap Growth R6 | Other securities | — | — | $171K | 1.5% | |
| Fidelity Advisory Intl Small Cap Fund Class Z | Mutual Funds | — | — | $170K | 1.5% | |
| Cohen & Steers Instl Realty Shares | Other securities | — | — | $161K | 1.4% | |
| Thornburg Strategic Income Fund Class R6 | Other securities | — | — | $133K | 1.2% | |
| Wells Fargo Advantage Spec Md-Cp | Other securities | — | — | $75K | 0.7% | |
| Vanguard Small Cap Value Index Admiral | Mutual Funds | — | — | $52K | 0.5% | |
| Vanguard Target Retirement 2065 Fund Investor Shares | Mutual Funds | — | — | $25K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
