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Original filing (PDF)20251014073957NAL0003304592001
FLORIDA PENINSULA HOLDING, LLC
Form 5500
FILING_RECEIVED
FLORIDA PENINSULA HOLDING, LLC 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
302
Accounts w/ balance
373
Plan assets (EOY)
$25.6M
Net assets (EOY)
$25.6M
How this plan invests
This plan
1 pooled trust
Schedule D
34 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (6 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FLORIDA PENINSULA HOLDING, LLC.
Plan sponsor
Name
FLORIDA PENINSULA HOLDING, LLC
EIN
25-1919210
Address
903 NW 65 STREET · SUITE 200 · BOCA RATON, FL · 33487
Phone
(561) 210-0385
Industry
Management of Companies / Holdingssee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
2S · Automatic enrollment
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
BDO USA, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $16K | — |
Investments
33 direct securities · 1 pooled fund· $25.4M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$23.7M
33 holdings
Common Collective Trust
$1.8M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Inv Vanguard 0 | — | — | — | $2.5M | 10.0% | |
| Vanguard 500 Index Inv Vanguard 0 | — | — | — | $2.2M | 8.5% | |
| MORLEY STABLE VALUE FUND FEE CLASS MORLEY FINANCIAL SERVICES, INC. · EIN 93-6274329 / PN 150 | Common Collective Trust | — | — | $1.8M | 7.0% | |
| Vanguard Growth Index Inv Vanguard 0 | — | — | — | $1.6M | 6.4% | |
| Vanguard Target Retirement 2040 Fund Vanguard 0 | — | — | — | $1.5M | 5.9% | |
| Vanguard Target Retirement 2030 Fund Vanguard 0 | — | — | — | $1.4M | 5.5% | |
| Vanguard Mid-Cap Index Inv Vanguard 0 | — | — | — | $1.3M | 5.3% | |
| Vanguard Target Retirement 2035 Fund Vanguard 0 | — | — | — | $1.3M | 5.0% | |
| Vanguard Windsor II Inv Vanguard 0 | — | — | — | $1.2M | 4.7% | |
| Vanguard Target Retirement 2050 Fund Vanguard 0 | — | — | — | $1.1M | 4.4% | |
| Vanguard Small-Cap Index Inv Vanguard 0 | — | — | — | $825K | 3.2% | |
| Vanguard Target Retirement 2025 Fund Vanguard 0 | — | — | — | $788K | 3.1% | |
| Vanguard Target Retirement 2045 Fund Vanguard 0 | — | — | — | $689K | 2.7% | |
| Vanguard Total Intl Stock Index Inv Vanguard 0 | — | — | — | $663K | 2.6% | |
| Vanguard Target Retirement 2065 Fund Vanguard 0 | — | — | — | $617K | 2.4% | |
| Vanguard Target Retirement 2055 Fund Vanguard 0 | — | — | — | $605K | 2.4% | |
| Vanguard Target Retirement Income Fund Vanguard 0 | — | — | — | $486K | 1.9% | |
| Vanguard Total Bond Market Index Inv Vanguard 0 | — | — | — | $485K | 1.9% | |
| T. Rowe Price New Era Inv T. Rowe Price 0 | — | — | — | $464K | 1.8% | |
| Vanguard Target Retirement 2020 Fund Vanguard 0 | — | — | — | $458K | 1.8% | |
| Vanguard Value Index Inv Vanguard 0 | — | — | — | $456K | 1.8% | |
| Dodge & Cox International Stock Fund I Dodge & Cox 0 | — | — | — | $448K | 1.8% | |
| Vanguard Real Estate Index Inv Vanguard 0 | — | — | — | $364K | 1.4% | |
| Various Rates and Maturities Participant's Loan Account 0 | — | — | — | $356K | 1.4% | |
| Vanguard Wellesley Income Inv Vanguard 0 | — | — | — | $352K | 1.4% | |
| Vanguard Target Retirement 2060 Fund Vanguard 0 | — | — | — | $330K | 1.3% | |
| Neuberger Berman Sustainable A Neuberger Berman 0 | — | — | — | $246K | 1.0% | |
| Dodge & Cox Income Fund I Dodge & Cox 0 | — | — | — | $216K | 0.8% | |
| Vanguard High Yield Corp Inv Vanguard 0 | — | — | — | $203K | 0.8% | |
| Vanguard Inflation-Protected Sec Inv Vanguard 0 | — | — | — | $149K | 0.6% | |
| DFA U.S. Small Cap Portfolio I DFA 0 | — | — | — | $107K | 0.4% | |
| DFA Emerging Markets Core Eqty 2 Port DFA 0 | — | — | — | $75K | 0.3% | |
| Eaton Vance Floating Rate A Eaton Vance 0 | — | — | — | $16K | <0.1% | |
| Vanguard Target Retirement 2070 Fund Vanguard 0 | — | — | — | $2K | <0.1% |
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