Amanda Lewis signed Florida Medical Specialists, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Florida Medical Specialists, LLC's EIN is 20-5283786.
Download the official 2024 Form 5500 (PDF) for Florida Medical Specialists, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Florida Medical Specialists, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASCENSUS LLC | 11-3665754 | — | NONE | $29K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL FINANCIAL | 20-1216032 | — | NONE | $99K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| iShares Core 40/60 Moderate Alloc ETF iShares 0 | Other securities | — | — | $5.2M | 29.5% | |
| iShares Core 60/40 Balanced Alloc ETF iShares 0 | Other securities | — | — | $2.7M | 15.4% | |
| iShares Core 80/20 Aggressive Alloc ETF iShares 0 | Other securities | — | — | $2.4M | 13.8% | |
| iShares S&P 500 Value ETF iShares 0 | Common Collective Trusts | — | — | $1.4M | 7.7% | |
| iShares Russell 1000 Growth ETF iShares 0 | Common Collective Trusts | — | — | $1.3M | 7.2% | |
| iShares S&P Small-Cap 600 Growth ETF iShares 0 | Other securities | — | — | $634K | 3.6% | |
| iShares Core S&P Small-Cap ETF iShares 0 | Other securities | — | — | $493K | 2.8% | |
| Vanguard Real Estate Index Adm Vanguard 0 | Mutual Funds | — | — | $454K | 2.6% | |
| iShares Russell 1000 ETF iShares 0 | Common Collective Trusts | — | — | $431K | 2.4% | |
| iShares Core S&P Mid-Cap ETF iShares 0 | Other securities | — | — | $420K | 2.4% | |
| iShares S&P Mid-Cap 400 Growth ETF iShares 0 | Other securities | — | — | $397K | 2.2% | |
| iShares S&P Small-Cap 600 Value ETF iShares 0 | Other securities | — | — | $296K | 1.7% | |
| iShares S&P Mid-Cap 400 Value ETF iShares 0 | Other securities | — | — | $232K | 1.3% | |
| iShares MSCI EAFE ETF iShares 0 | Other securities | — | — | $222K | 1.3% | |
| iShares MSCI Emerging Markets ETF iShares 0 | Other securities | — | — | $220K | 1.2% | |
| Vanguard Short-Term Treasury Inv Vanguard 0 | Mutual Funds | — | — | $209K | 1.2% | |
| TCW Securitized Bond I TCW 0 | Other securities | — | — | $167K | 0.9% | |
| PIMCO High Yield A PIMCO 0 | Mutual Funds | — | — | $125K | 0.7% | |
| iShares Core 30/70 Cons Alloc ETF iShares 0 | Other securities | — | — | $89K | 0.5% | |
| iShares TIPS Bond ETF iShares 0 | Other securities | — | — | $83K | 0.5% | |
| iShares JP Morgan USD Emerg Mkt Bd ETF iShares 0 | Other securities | — | — | $61K | 0.3% | |
| iShares MSCI ACWI ETF iShares 0 | Other securities | — | — | $50K | 0.3% | |
| iShares Preferred & Income Sec ETF iShares 0 | Other securities | — | — | $49K | 0.3% | |
| PIMCO Real Return A PIMCO 0 | Mutual Funds | — | — | $38K | 0.2% | |
| iShares MSCI EAFE Small-Cap ETF iShares 0 | Other securities | — | — | $7K | <0.1% | |
| iShares MSCI ACWI ex U.S. ETF iShares 0 | Other securities | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
