Meaghan LUTZ signed Florida Physician Specialists, LLC.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Florida Physician Specialists, LLC.'s EIN is 46-0772206.
Download the official 2024 Form 5500 (PDF) for Florida Physician Specialists, LLC. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Florida Physician Specialists, LLC.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $71K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILSHIRE ASSOCIATES INCORPORATED | 95-2755361 | — | INVESTMENT ADVISORY | $0 | — |
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 | |||||
|---|---|---|---|---|---|---|
| Fidelity Investments | Mutual Funds | — | $0 | $4.1M | 15.1% | |
| Fidelity Investments | Mutual Funds | — | $0 | $3.7M | 13.6% | |
| Vanguard Group | Mutual Funds | — | $0 | $1.8M | 6.7% | |
| Principal Global Investors Trust Co | Common Stocks | — | $0 | $1.3M | 4.9% | |
| PRIN LIFETIME HYBR 2040 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $1.3M | 4.9% | |
| Principal Global Investors Trust Co | Common Stocks | — | $0 | $1.3M | 4.7% | |
| PRIN LIFETIME HYBR 2025 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $1.3M | 4.7% | |
| Principal Global Investors Trust Co | Common Stocks | — | $0 | $1.3M | 4.7% | |
| PRIN LIFETIME HYBR 2015 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $1.3M | 4.7% | |
| Fidelity Investments | Mutual Funds | — | $0 | $1.2M | 4.3% | |
| Principal Global Investors Trust Co | Common Stocks | — | $0 | $1.1M | 4.1% | |
| PRIN LIFETIME HYBR 2045 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $1.1M | 4.1% | |
| Principal Global Investors Trust Co | Common Stocks | — | $0 | $1.0M | 3.9% | |
| PRIN LIFETIME HYBR 2035 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $1.0M | 3.9% | |
| Principal Global Investors Trust Co | Common Stocks | — | $0 | $996K | 3.7% | |
| PRIN LIFETIME HYBR 2050 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $996K | 3.7% | |
| Fidelity Investments | Mutual Funds | — | $0 | $944K | 3.5% | |
| Fidelity Investments | Mutual Funds | — | $0 | $733K | 2.7% | |
| Fidelity Investments | Mutual Funds | — | $0 | $608K | 2.3% | |
| Vanguard Group | Mutual Funds | — | $0 | $529K | 2.0% | |
| Fidelity Investments | Mutual Funds | — | $0 | $523K | 1.9% | |
| PRINCIPAL U.S. PROPERTY SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 027 | Pooled Separate Account | — | $0 | $482K | 1.8% | |
| Principal Global Investors Trust Co | Common Stocks | — | $0 | $450K | 1.7% | |
| PRIN LIFETIME HYBR 2060 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $450K | 1.7% | |
| Fidelity Investments | Mutual Funds | — | $0 | $430K | 1.6% | |
| Principal Global Investors Trust Co | Common Stocks | — | $0 | $387K | 1.4% | |
| PRIN LIFETIME HYBR 2030 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $387K | 1.4% | |
| Vanguard Group | Mutual Funds | — | $0 | $332K | 1.2% | |
| Principal Global Investors Trust Co | Common Stocks | — | $0 | $318K | 1.2% | |
| PRIN LIFETIME HYBR 2065 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $318K | 1.2% | |
| Principal Global Investors Trust Co | Common Stocks | — | $0 | $316K | 1.2% | |
| PRIN LIFETIME HYBR 2055 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $316K | 1.2% | |
| Vanguard Group | Mutual Funds | — | $0 | $287K | 1.1% | |
| Fidelity Investments | Mutual Funds | — | $0 | $281K | 1.0% | |
| Vanguard Group | Mutual Funds | — | $0 | $244K | 0.9% | |
| The Principal | Other securities | — | $0 | $239K | 0.9% | |
| Participant loans | Participant loans | — | $0 | $177K | 0.7% | |
| Fidelity Investments | Mutual Funds | — | $0 | $162K | 0.6% | |
| Fidelity Investments | Mutual Funds | — | $0 | $159K | 0.6% | |
| Principal Global Investors Trust Co | Common Stocks | — | $0 | $105K | 0.4% | |
| PRIN LIFETIME HYBR 2020 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $105K | 0.4% | |
| Vanguard Group | Mutual Funds | — | $0 | $91K | 0.3% | |
| Vanguard Group | Mutual Funds | — | $0 | $77K | 0.3% | |
| Vanguard Group | Mutual Funds | — | $0 | $64K | 0.2% | |
| Vanguard Group | Mutual Funds | — | $0 | $55K | 0.2% | |
| American Funds | Mutual Funds | — | $0 | $46K | 0.2% | |
| Principal Global Investors Trust Co | Common Stocks | — | $0 | $21K | <0.1% | |
| PRIN LIFETIME HYBR INC CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $21K | <0.1% | |
| Vanguard Group | Mutual Funds | — | $0 | $19K | <0.1% | |
| Vanguard Group | Mutual Funds | — | $0 | $17K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| MAI CAPITAL MANAGEMENT, LLC |
| 61-1495162 |
| — |
| INVESTMENT ADVISORY |
| $0 |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PENSION SOLUTIONS, INC | 73-1521434 | — | CONTRACT ADMINISTRATOR | $7K | — |
