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Original filing (PDF)20251010124431NAL0004249971001
HOLLAND & KNIGHT LLP
Form 5500
FILING_RECEIVED
HOLLAND AND KNIGHT PROFIT SHARING PLAN & TRUST
401(k) retirement plan
Signals · 1
9 service providers
Active participants
3,797
Accounts w/ balance
4,825
Plan assets (EOY)
$2.0B
Net assets (EOY)
$2.0B
How this plan invests
This plan
21 pooled trusts
Schedule D
40 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
99
/ 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
88
Participation health
100
Knocking points off
- Highly fragmented vendor stack (9 disclosed providers, 5 categories).
Helping the score
- Below-peer total fees (3 bps vs 5 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HOLLAND & KNIGHT LLP.
Plan sponsor
Name
HOLLAND & KNIGHT LLP
EIN
59-0663819
Address
524 GRAND REGENCY BLVD · BRANDON, FL · 335103931
Phone
(813) 769-4382
Industry
Law Offices· Professional & Technical Servicessee 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
2025-10-10
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
SCH ATTEST SERVICES PC INC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
9 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $70K | — |
Advisor / Consultant
5| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $299K | — |
| BRINKER CAPITAL INV LLC | 32-0070947 | — | CONSULTANT | $66K | — |
| CAPFINANCIAL PARTNERS, LLC | 26-0058143 | — | CONSULTANT | $65K | — |
| MAHONEY AND ASSOC | 04-2584123 | — | CONSULTANT | $9K | — |
| CHAS P. SMITH ASSOC | 59-2030217 | — | CONSULTANT | $5K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SC&H ATTEST SERVICES, P.C. | 52-1743645 | — | ACCOUNTANT/AUDITOR | $53K | — |
Actuary
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| OCTOBER THREE CONSULTING LLC | 27-1175487 | — | ACTUARY | $26K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FLAHARTY ASSET MAN | 46-3118454 | — | OTHER SERVICES | $8K | — |
Investments
37 direct securities · 21 pooled funds· $2.9B(100% of reported assets)
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.
Uncategorized
$1.6B
37 holdings
Common Collective Trust
$1.3B
21 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| SP 500 INDEX PL CL D GEODE CAPITAL MANAGEMENT TRUST · EIN 82-6293122 / PN 001 | Common Collective Trust | — | — | $247.2M | 12.5% | |
| Harbor Capital Appreciation Fund R Class Interest in common/collective trust | — | — | — | $231.7M | 11.7% | |
| HARBOR CAP APPR R HARBOR TRUST COMPANY · EIN 84-4022934 / PN 001 | Common Collective Trust | — | — | $231.7M | 11.7% | |
| Brokeragelink Interest in registered investment companies | — | — | — | $187.2M | 9.4% | |
| Fidelity Freedom Index 2025 Fund T Interest in common/collective trust | — | — | — | $97.9M | 4.9% | |
| FID FRDM INX 2025 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 079 | Common Collective Trust | — | — | $97.9M | 4.9% | |
| Brokeragelink Interest in common stocks | — | — | — | $92.9M | 4.7% | |
| Fidelity Freedom Index 2020 Fund T Interest in common/collective trust | — | — | — | $89.5M | 4.5% | |
| FID FRDM INX 2020 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 078 | Common Collective Trust | — | — | $89.5M | 4.5% | |
| Fidelity Freedom Index 2040 Fund T Interest in common/collective trust | — | — | — | $85.7M | 4.3% | |
| FID FRDM INX 2040 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 082 | Common Collective Trust | — | — | $85.7M | 4.3% | |
| EARNEST SM MID CORE SEI TRUST COMPANY · EIN 26-4377500 / PN 041 | Common Collective Trust | — | — | $84.8M | 4.3% | |
| Fidelity Freedom Index 2035 Fund T Interest in common/collective trust | — | — | — | $82.7M | 4.2% | |
| FID FRDM INX 2035 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 081 | Common Collective Trust | — | — | $82.7M | 4.2% | |
| Fidelity Freedom Index 2030 Fund T Interest in common/collective trust | — | — | — | $80.8M | 4.1% | |
| FID FRDM INX 2030 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 080 | Common Collective Trust | — | — | $80.8M | 4.1% | |
| Fidelity Freedom Index 2045 Fund T Interest in common/collective trust | — | — | — | $63.5M | 3.2% | |
| FID FRDM INX 2045 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 083 | Common Collective Trust | — | — | $63.5M | 3.2% | |
| PGIM Total Return Bond Fund Class R6 Interest in registered investment companies | — | — | — | $55.0M | 2.8% | |
| Fidelity Money Market Fund Institutional Class Interest bearing cash | — | — | — | $53.6M | 2.7% | |
| American Beacon Large Cap Value Fund Class R5 Interest in registered investment companies | — | — | — | $49.1M | 2.5% | |
| Fidelity Freedom Index 2050 Fund T Interest in common/collective trust | — | — | — | $48.4M | 2.4% | |
| FID FRDM INX 2050 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 084 | Common Collective Trust | — | — | $48.4M | 2.4% | |
| Brokeragelink Interest bearing cash | — | — | — | $47.8M | 2.4% | |
| Fidelity Extended Market Index Fund Interest in common/collective trust | — | — | — | $39.2M | 2.0% | |
| SP EXT MKT IDX CL D GEODE CAPITAL MANAGEMENT TRUST · EIN 82-6293122 / PN 010 | Common Collective Trust | — | — | $39.2M | 2.0% | |
| Fidelity Total International Index Fund Interest in common/collective trust | — | — | — | $39.0M | 2.0% | |
| SP TTL INTL IDX CL D GEODE CAPITAL MANAGEMENT, LLC · EIN 82-6293122 / PN 014 | Common Collective Trust | — | — | $39.0M | 2.0% | |
| American Funds EuroPacific Growth Fund Class R6 Interest in registered investment companies | — | — | — | $36.7M | 1.9% | |
| Fidelity Freedom Index 2055 Fund T Interest in common/collective trust | — | — | — | $34.6M | 1.7% | |
| FID FRDM INX 2055 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 112 | Common Collective Trust | — | — | $34.6M | 1.7% | |
| Fidelity U.S. Bond Index Fund Interest in registered investment companies | — | — | — | $31.0M | 1.6% | |
| Fidelity Managed Income Portfolio Interest in common/collective trust | — | — | — | $30.0M | 1.5% | |
| MIP CL 2 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $30.0M | 1.5% | |
| Fidelity Freedom Index 2015 Fund T Interest in common/collective trust | — | — | — | $29.0M | 1.5% | |
| FID FRDM INX 2015 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 077 | Common Collective Trust | — | — | $29.0M | 1.5% | |
| Fidelity Contrafund K6 Interest in registered investment companies | — | — | — | $21.7M | 1.1% | |
| BlackRock Strategic Income Opportunities Portfolio Class K Interest in registered investment companies | — | — | — | $17.6M | 0.9% | |
| Fidelity Freedom Index 2060 Fund T Interest in common/collective trust | — | — | — | $14.5M | 0.7% | |
| FID FRDM INX 2060 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 146 | Common Collective Trust | — | — | $14.5M | 0.7% | |
| Fidelity Freedom Index 2010 Fund T Interest in common/collective trust | — | — | — | $13.9M | 0.7% | |
| FID FRDM INX 2010 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 076 | Common Collective Trust | — | — | $13.9M | 0.7% | |
| Brokeragelink Interest in government securities | — | — | — | $13.2M | 0.7% | |
| maturing through 2039 - | — | — | — | $8.9M | 0.4% | |
| Brokeragelink Corporate obligations | — | — | — | $3.0M | 0.2% | |
| Fidelity Freedom Index 2065 Fund T Interest in common/collective trust | — | — | — | $3.0M | 0.1% | |
| FID FRDM INX 2065 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 169 | Common Collective Trust | — | — | $3.0M | 0.1% | |
| Principal Diversified Real Asset Fund Class R6 Interest in registered investment companies | — | — | — | $2.5M | 0.1% | |
| Fidelity Freedom Index Income Fund Interest in common/collective trust | — | — | — | $2.5M | 0.1% | |
| FID FRDM INX INC T FIAM TRUST COMPANY · EIN 20-4659714 / PN 074 | Common Collective Trust | — | — | $2.5M | 0.1% | |
| NYLIAC Cash surrender value in life insurance policy | — | — | — | $1.7M | <0.1% | |
| Northwestern Cash surrender value in life insurance policy | — | — | — | $375K | <0.1% | |
| Pacific Life Cash surrender value in life insurance policy | — | — | — | $240K | <0.1% | |
| Brokeragelink Preferred stocks | — | — | — | $228K | <0.1% | |
| Fidelity Freedom Index 2070 Fund T Interest in common/collective trust | — | — | — | $201K | <0.1% | |
| FID FRDM INX 2070 T FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 219 | Common Collective Trust | — | — | $201K | <0.1% | |
| Fidelity Government Money Market Fund Interest bearing cash | — | — | — | $5K | <0.1% | |
| MORLEY STABLE VALUE PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |