Original filing (PDF)20250703092814NAL0000988354001

HEART OF FLORIDA UNITED WAY, INC.

Name: HEART OF FLORIDA UNITED WAY, INC. — HEART OF FLORIDA UNITED WAY, INC. PROTOTYPE 401K PROFIT SHARING PLAN, Form 5500 (2024)
Creator: HEART OF FLORIDA UNITED WAY, INC.

Form 5500

FILING_RECEIVED

HEART OF FLORIDA UNITED WAY, INC. PROTOTYPE 401K PROFIT SHARING PLAN

401(k) retirement plan

Signals · 1

100% employer stock

Active participants

154

Accounts w/ balance

213

Plan assets (EOY)

$8.8M

Net assets (EOY)

$8.8M

How this plan invests

This plan

1 pooled trust

Schedule D

44 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Helping the score

Below-peer total plan cost (92nd percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for HEART OF FLORIDA UNITED WAY, INC..

Plan sponsor

Name

HEART OF FLORIDA UNITED WAY, INC.

EIN

59-0808854

Address

1940 CANNERY WAY · ORLANDO, FL · 328044718

Phone

(407) 835-0900

Industry

Other Services (ex. Public Admin)see all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-03

Pension benefit codes

2G · Total participant-directed accounts

3D · Pre-approved plan (master / prototype / VS)

2J · 401(k) feature

2E · Profit-sharing

2S · Automatic enrollment

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

CHERRY BAKAERT, LLP

Trustee / custodian

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
MUTUAL OF AMERICA INVESTMENT CORP	—	NEW YORK, NY	RECORD KEEPER	$4K	—

Investments

44 direct securities · 1 pooled fund· $16.9M(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.

Common Stock

$8.7M

43 holdings

Pooled Separate Account

$8.1M

1 holding

Cash / Money Market

$24K

1 holding

					% of plan
SEPARATE ACCOUNT NUMBER SA1 MUTUAL OF AMERICA · EIN 13-1614399 / PN 003	Pooled Separate Account	—	—	$8.1M	93.0%
. GROUP ANNUITY CONTRACT Mutual of America MoA Clear Passage 2040 Fund	Common Stock	—	—	$766K	8.7%
Plan Number: 003 . GROUP ANNUITY CONTRACT Mutual of America T. Rowe Price Blue Chip Growth Portfolio	Common Stock	—	—	$648K	7.4%
. GROUP ANNUITY CONTRACT Mutual of America MoA Clear Passage 2045 Fund	Common Stock	—	—	$622K	7.1%
. GROUP ANNUITY CONTRACT Mutual of America Mutual of America Interest Accumulation Account	Common Stock	—	—	$614K	7.0%
. GROUP ANNUITY CONTRACT Mutual of America MoA Clear Passage 2025 Fund	Common Stock	—	—	$592K	6.8%
. GROUP ANNUITY CONTRACT Mutual of America DWS Capital Growth VIP	Common Stock	—	—	$491K	5.6%
. GROUP ANNUITY CONTRACT Mutual of America Fidelity VIP Contrafund Portfolio	Common Stock	—	—	$445K	5.1%
. GROUP ANNUITY CONTRACT Mutual of America MoA Clear Passage 2015 Fund 0 . GROUP ANNUITY CONTRACT Mutual of America MoA Clear Passage 2020 Fund	Common Stock	—	—	$416K	4.8%
. GROUP ANNUITY CONTRACT Mutual of America MoA Clear Passage 2050 Fund	Common Stock	—	—	$372K	4.2%
. GROUP ANNUITY CONTRACT Mutual of America MoA Clear Passage 2030 Fund	Common Stock	—	—	$332K	3.8%
. GROUP ANNUITY CONTRACT Mutual of America MoA Clear Passage 2035 Fund	Common Stock	—	—	$292K	3.3%
. GROUP ANNUITY CONTRACT Mutual of America Vanguard VIF Diversified Value Portfolio	Common Stock	—	—	$288K	3.3%
. GROUP ANNUITY CONTRACT Mutual of America MoA Equity Index Fund	Common Stock	—	—	$281K	3.2%
. GROUP ANNUITY CONTRACT Mutual of America MoA Moderate Allocation Fund	Common Stock	—	—	$279K	3.2%
. GROUP ANNUITY CONTRACT Mutual of America MoA Clear Passage 2055 Fund	Common Stock	—	—	$248K	2.8%
. GROUP ANNUITY CONTRACT Mutual of America MoA Aggressive Allocation Fund	Common Stock	—	—	$225K	2.6%
. GROUP ANNUITY CONTRACT Mutual of America MoA Clear Passage 2060 Fund	Common Stock	—	—	$222K	2.5%
. GROUP ANNUITY CONTRACT Mutual of America MoA Intermediate Bond Fund	Common Stock	—	—	$183K	2.1%
. GROUP ANNUITY CONTRACT Mutual of America MoA Small Cap Growth Fund	Common Stock	—	—	$178K	2.0%
. GROUP ANNUITY CONTRACT Mutual of America Fidelity VIP Mid Cap Portfolio	Common Stock	—	—	$130K	1.5%
. GROUP ANNUITY CONTRACT Mutual of America Vanguard VIF International Portfolio	Common Stock	—	—	$123K	1.4%
. GROUP ANNUITY CONTRACT Mutual of America MoA Mid Cap Equity Index Fund	Common Stock	—	—	$122K	1.4%
. GROUP ANNUITY CONTRACT Mutual of America MoA Retirement Income Fund	Common Stock	—	—	$110K	1.3%
. GROUP ANNUITY CONTRACT Mutual of America MoA Core Bond Fund	Common Stock	—	—	$101K	1.2%
. GROUP ANNUITY CONTRACT Mutual of America Fidelity VIP Equity-Income Portfolio	Common Stock	—	—	$93K	1.1%
. GROUP ANNUITY CONTRACT Mutual of America MoA Small Cap Value Fund	Common Stock	—	—	$88K	1.0%
. GROUP ANNUITY CONTRACT Mutual of America American Century Investments VP Capital Appreciation Fund	Common Stock	—	—	$78K	0.9%
. GROUP ANNUITY CONTRACT Mutual of America Calvert VP SRI Balanced Portfolio	Common Stock	—	—	$73K	0.8%
. GROUP ANNUITY CONTRACT Mutual of America MoA Mid Cap Value Fund	Common Stock	—	—	$68K	0.8%
. GROUP ANNUITY CONTRACT Mutual of America Fidelity VIP Asset Manager Portfolio	Common Stock	—	—	$58K	0.7%
. GROUP ANNUITY CONTRACT Mutual of America MoA Balanced Fund	Common Stock	—	—	$38K	0.4%
. GROUP ANNUITY CONTRACT Mutual of America American Funds Insurance Series New World Fund	Common Stock	—	—	$37K	0.4%
. GROUP ANNUITY CONTRACT Mutual of America Vanguard VIF Real Estate Index Portfolio	Common Stock	—	—	$35K	0.4%
. GROUP ANNUITY CONTRACT Mutual of America MoA Money Market Fund	Cash / Money Market	—	—	$24K	0.3%
. GROUP ANNUITY CONTRACT Mutual of America MoA Conservative Allocation Fund	Common Stock	—	—	$19K	0.2%
. GROUP ANNUITY CONTRACT Mutual of America MoA All America Fund	Common Stock	—	—	$17K	0.2%
. GROUP ANNUITY CONTRACT Mutual of America MoA Clear Passage 2065 Fund	Common Stock	—	—	$12K	0.1%
. GROUP ANNUITY CONTRACT Mutual of America MoA International Fund	Common Stock	—	—	$12K	0.1%
. GROUP ANNUITY CONTRACT Mutual of America Invesco V.I. Main Street Fund	Common Stock	—	—	$11K	0.1%
. GROUP ANNUITY CONTRACT Mutual of America Delaware VIP Small Cap Value Series	Common Stock	—	—	$6K	<0.1%
. GROUP ANNUITY CONTRACT Mutual of America MoA Small Cap Equity Index Fund	Common Stock	—	—	$6K	<0.1%
. GROUP ANNUITY CONTRACT Mutual of America Goldman Sachs VIT US Equity Insights Fund	Common Stock	—	—	$2K	<0.1%
. GROUP ANNUITY CONTRACT Mutual of America MFS VIT III Mid Cap Value Portfolio	Common Stock	—	—	$1K	<0.1%
. GROUP ANNUITY CONTRACT Mutual of America PIMCO VIT Real Return Portfolio	Common Stock	—	—	$1K	<0.1%