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Original filing (PDF)20250923105112NAL0006263937001
MID FLORIDA COMMUNITY SERVICES, INC. 403(B) THRIFT PLAN
Form 5500
FILING_RECEIVED
MID FLORIDA COMMUNITY SERVICES, INC. 403(B)
403(b) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
328
Accounts w/ balance
466
Plan assets (EOY)
$10.2M
Net assets (EOY)
$10.2M
How this plan invests
This plan
1 pooled trust
Schedule D
24 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
65
Vendor stack
80
Participation health
100
Knocking points off
- 50 bps in Schedule C fees — 73% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MID FLORIDA COMMUNITY SERVICES, INC. 403(B) THRIFT PLAN.
Plan sponsor
Name
MID FLORIDA COMMUNITY SERVICES, INC. 403(B) THRIFT PLAN
EIN
59-1235202
Address
820 KENNEDY BLVD. · BROOKSVILLE, FL · 346015704
Phone
(352) 796-1425
Industry
Health Care & Social Assistancesee 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
2025-09-23
Pension benefit codes
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
2L · 403(b)(1) annuity
Audit & trust (Schedule H)
Auditor
CARR, RIGGS & INGRAM, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsOther
5| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EDWARD D JONES AND CO | 43-0345811 | — | NONE | $21K | — |
| CRI | 72-1396621 | — | NONE | $13K | — |
| FLORIDA RETIREMENT CONSULTANTS | — | LAND O LAKES, FL | NONE | $11K | — |
| AMERICAN UNITED LIFE INS CO | 35-0145825 | — | NONE | $7K | — |
| RELIASTAR LIFE INS CO | 41-0451140 | — | NONE | $0 | — |
Investments
24 direct securities · 1 pooled fund· $15.1M(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
$8.4M
24 holdings
Pooled Separate Account
$6.7M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| AUL AMERICAN UNIT TRUST AMERICAN UNITED LIFE INS CO · EIN 35-0145858 / PN 000 | Pooled Separate Account | — | — | $6.7M | 65.8% | |
| General Account * AUL Stable Value Account Money market | — | — | — | $1.8M | 17.3% | |
| Investment contract with OneAmerica: Group Annuity Contract G77192 MFS Intl Diversification R6 Mutual Fund | — | — | — | $642K | 6.3% | |
| Vanguard Intl GR Adm Mutual Fund | — | — | — | $614K | 6.0% | |
| PIMCO Real Return Instl Mutual Fund | — | — | — | $602K | 5.9% | |
| JP Morgan Large Cap Growth R6 Mutual Fund | — | — | — | $575K | 5.7% | |
| Hartford Dividend And Grwth R6 Mutual Fund | — | — | — | $572K | 5.6% | |
| Vanguard 500 Index Adm Mutual Fund | — | — | — | $519K | 5.1% | |
| JP Morgan US Equity R6 Mutual Fund | — | — | — | $444K | 4.4% | |
| Vanguard REIT Index Adm Mutual Fund | — | — | — | $390K | 3.8% | |
| Amerfds New World R6 Mutual Fund | — | — | — | $385K | 3.8% | |
| MFS Mid Cap Value R6 Mutual Fund | — | — | — | $337K | 3.3% | |
| JHancock Bond R6 Mutual Fund | — | — | — | $318K | 3.1% | |
| Dfa US Targeted Val I Mutual Fund | — | — | — | $297K | 2.9% | |
| Vanguard Total Bnd Mkt Idx Adm Mutual Fund | — | — | — | $287K | 2.8% | |
| Franklin Smid Cap Growth R6 Mutual Fund | — | — | — | $278K | 2.7% | |
| AB Small Cap Growth Z Mutual Fund | — | — | — | $179K | 1.8% | |
| Vanguard Trgt Retire 2040 Inv Mutual Fund | — | — | — | $102K | 1.0% | |
| Vanguard Trgt Retire 2035 Inv Mutual Fund | — | — | — | $64K | 0.6% | |
| Invesco Core Plus Bond R6 Mutual Fund | — | — | — | $50K | 0.5% | |
| Blackrock Mid-cap Gro Equity K Mutual Fund | — | — | — | $9K | <0.1% | |
| Vanguard Trgt Retire 2030 Inv Mutual Fund | — | — | — | $7K | <0.1% | |
| Fidelity Adv Growth Opps Z Mutual Fund | — | — | — | $7K | <0.1% | |
| MFS Core Equity R6 Mutual Fund | — | — | — | $6K | <0.1% | |
| Vanguard Trgt Retire 2025 Inv Mutual Fund | — | — | — | $3K | <0.1% |
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