Cindy Delmonte signed Florida Institute for Long TERM Care LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Florida Institute for Long TERM Care LLC's EIN is 02-0660404.
Download the official 2024 Form 5500 (PDF) for Florida Institute for Long TERM Care LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Florida Institute for Long TERM Care LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $27K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONEDIGITAL INVESTMENT ADVISORS LLC | 43-1451524 | — | ADVISOR | $14K | — |
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 | |||||
|---|---|---|---|---|---|---|
| American Century One Choice 2035 Portfolio R6 | Other securities | — | — | $1.0M | 15.9% | |
| Registered Investment Companies American Century One Choice 2030 Portfolio R6 | Other securities | — | — | $1.0M | 15.9% | |
| American Century One Choice 2025 Portfolio R6 | Other securities | — | — | $855K | 13.6% | |
| American Century One Choice in Retirement Portfolio R6 | Other securities | — | — | $556K | 8.8% | |
| American Century One Choice 2045 Portfolio R6 | Other securities | — | — | $458K | 7.3% | |
| American Century One Choice 2040 Portfolio R6 | Other securities | — | — | $445K | 7.1% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $305K | 4.8% | |
| Dodge & Cox Income X Fund | Mutual Funds | — | — | $270K | 4.3% | |
| Alliance Bernstein Large Cap Growth Z Fund | Other securities | — | — | $231K | 3.7% | |
| MFS International Diversification R6 Fund | Mutual Funds | — | — | $204K | 3.2% | |
| American Century One Choice 2050 Portfolio R6 | Other securities | — | — | $201K | 3.2% | |
| Janus Henderson Triton N Fund 241 Receivables * Participant Notes Receivable Interest rates ranging from 4.5% - 10.5% | Mutual Funds | — | — | $185K | 2.9% | |
| American Funds Washington Mutual Investors R6 Fund | Mutual Funds | — | — | $136K | 2.2% | |
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $113K | 1.8% | |
| American Century One Choice 2055 Portfolio R6 | Other securities | — | — | $69K | 1.1% | |
| American Century One Choice 2060 Portfolio R6 | Other securities | — | — | $46K | 0.7% | |
| Victory Sycamore Established Value Growth Fund | Other securities | — | — | $46K | 0.7% | |
| Invesco Oppenheimer Discovery Mid-Cap Growth Fund | Mutual Funds | — | — | $43K | 0.7% | |
| Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $37K | 0.6% | |
| Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $36K | 0.6% | |
| Money Market Account * Fidelity Government Money Market Fund | Mutual Funds | — | — | $19K | 0.3% | |
| American Beacon Small Cap Value R5 Fund | Other securities | — | — | $18K | 0.3% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 04-2654524 |
| — |
| ADVISOR |
| $6K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FORVIS MAZARS, LLP | 44-0160260 | — | ACCOUNTANT/AUDITOR | $12K | — |
