Sarah King signed Florida Credit Union's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Florida Credit Union's EIN is 59-0773154.
Download the official 2024 Form 5500 (PDF) for Florida Credit Union from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Florida Credit Union's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, 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 | $14K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $10K | — |
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 Freedom 2045 " | Mutual Funds | — | — | $4.1M | 11.6% | |
| Fidelity Contrafund " | Mutual Funds | — | — | $3.3M | 9.3% | |
| Fidelity 500 Index Fund " | Common Collective Trusts | — | — | $3.1M | 8.8% | |
| Fidelity Freedom 2050 " | Mutual Funds | — | — | $2.9M | 8.2% | |
| Fidelity Freedom 2040 " | Mutual Funds | — | — | $2.8M | 7.8% | |
| Fidelity Freedom 2055 " | Mutual Funds | — | — | $1.8M | 5.2% | |
| AB Small Cap Growth Portfolio Fund " | Other securities | — | — | $1.7M | 4.8% | |
| Fidelity Blue Chip Growth Fund " | Mutual Funds | — | — | $1.7M | 4.8% | |
| Fidelity Freedom 2035 " | Mutual Funds | — | — | $1.6M | 4.5% | |
| Fidelity Freedom 2060 " | Mutual Funds | — | — | $1.5M | 4.3% | |
| Fidelity Managed Income Portfolio II Common collective trust | Common Collective Trusts | — | — | $1.4M | 3.8% | |
| MIP CL 2 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $1.4M | 3.8% | |
| Fidelity Freedom 2030 " | Mutual Funds | — | — | $821K | 2.3% | |
| MFS Mid Cap Growth Fund " | Mutual Funds | — | — | $783K | 2.2% | |
| Fidelity Global ex U.S. Index Fund " | Common Collective Trusts | — | — | $770K | 2.2% | |
| Fidelity Freedom Income Fund " ** 580 * Fidelity Government Money Market Fund " | Mutual Funds | — | — | $725K | 2.1% | |
| Fidelity Total Bond K6 Fund " | Mutual Funds | — | — | $661K | 1.9% | |
| Fidelity Freedom 2065 " | Mutual Funds | — | — | $478K | 1.4% | |
| Fidelity Freedom 2025 " | Mutual Funds | — | — | $456K | 1.3% | |
| MFS Massachusetts Investors Trust " | Mutual Funds | — | — | $422K | 1.2% | |
| Fidelity Mid Cap Index Fund " | Common Collective Trusts | — | — | $422K | 1.2% | |
| Fidelity Freedom 2015 " ** 242 * Fidelity Freedom 2020 " | Mutual Funds | — | — | $420K | 1.2% | |
| JPMorgan Government Bond Fund Class " | U.S. Treasuries | — | — | $381K | 1.1% | |
| Fidelity Large Cap Value Index Fund " | Common Collective Trusts | — | — | $289K | 0.8% | |
| Fidelity Inflation-Protected Bond Index Fund " | Common Collective Trusts | — | — | $262K | 0.7% | |
| RBC Emerging Markets Equity Fund Mutual fund | Other securities | — | — | $256K | 0.7% | |
| Fidelity Small Cap Index Fund " | Common Collective Trusts | — | — | $195K | 0.6% | |
| Allspring Special Small Cap Value Fund " | Other securities | — | — | $172K | 0.5% | |
| Fidelity International Capital Appreciation Fund " | Mutual Funds | — | — | $170K | 0.5% | |
| American Century Mid Cap Value Fund " | Other securities | — | — | $167K | 0.5% | |
| Fidelity U.S. Bond Index Fund " | Common Collective Trusts | — | — | $109K | 0.3% | |
| Fidelity Mid Cap Growth Index Fund " | Common Collective Trusts | — | — | $74K | 0.2% | |
| Cohen & Steers Real Estate Securities " | Other securities | — | — | $71K | 0.2% | |
| Principal SmallCap Growth Fund " | Other securities | — | — | $59K | 0.2% | |
| Fidelity Mid Cap Value Index Fund " | Common Collective Trusts | — | — | $25K | <0.1% | |
| Fidelity Small Cap Growth Index Fund " | Common Collective Trusts | — | — | $7K | <0.1% | |
| Fidelity Freedom 2070 " | Mutual Funds | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
