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Original filing (PDF)20251007152621NAL0002786467001
RISSMAN, BARRETT, HURT, DONAHUE, MCLAIN & MANGAN, P.A
Form 5500
FILING_RECEIVED
RISSMAN, BARRETT, HURT, DONAHUE, MCLAIN & MANGAN, P.A. EMPLOYEES' SAVINGS TRUST
401(k) retirement plan
Signals · 1
31% in single holding
Active participants
203
Accounts w/ balance
214
Plan assets (EOY)
$40.3M
Net assets (EOY)
$40.3M
How this plan invests
This plan
32 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
92
/ 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
85
Total plan cost
80
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Self-directed brokerage accounts Schwab SDB Various" is 31% of plan.
- 38 bps in Schedule C fees — modestly above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for RISSMAN, BARRETT, HURT, DONAHUE, MCLAIN & MANGAN, P.A.
Plan sponsor
Name
RISSMAN, BARRETT, HURT, DONAHUE, MCLAIN & MANGAN, P.A
EIN
59-1759654
Address
201 EAST PINE STREET, 14TH FLOOR · ORLANDO, FL · 32801
Phone
(407) 839-0120
Industry
Law Offices· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-07
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
REHMANN ROBSON LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $93K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PNC BANK NA | — | CLEVELAND, OH | INVESTMENT ADVISOR | $34K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| REHMANN LLC DBA REHMANN FINANCIAL G | — | SAGINAW, MI | AUDITOR | $17K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $7K | — |
Investments
32 direct securities· $39.0M(97% of reported assets)
Uncategorized
$37.8M
31 holdings
Mutual Funds
$1.1M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Self-directed brokerage accounts Schwab SDB Various | — | — | — | $12.0M | 29.7% | |
| Vanguard 500 Index | — | — | — | $3.4M | 8.5% | |
| Vanguard Growth Index | — | — | — | $2.2M | 5.4% | |
| T. Rowe Price T. Rowe Price Retirement 2040 | — | — | — | $2.2M | 5.4% | |
| T. Rowe Price T. Rowe Price Retirement 2030 | — | — | — | $2.0M | 5.1% | |
| Putnam Large Cap Value | — | — | — | $1.9M | 4.7% | |
| Vanguard Developed Markets Index | — | — | — | $1.7M | 4.3% | |
| T. Rowe Price T. Rowe Price Retirement 2020 | — | — | — | $1.6M | 4.0% | |
| Vanguard Small Cap Index | — | — | — | $1.2M | 3.0% | |
| Allspring Special Mid Cap Value | Mutual Funds | — | — | $1.1M | 2.8% | |
| T. Rowe Price T. Rowe Price Growth Stock | — | — | — | $1.1M | 2.8% | |
| T. Rowe Price T. Rowe Price Retirement 2055 | — | — | — | $1.1M | 2.8% | |
| T. Rowe Price T. Rowe Price Retirement 2050 | — | — | — | $1.1M | 2.7% | |
| Dodge & Cox Dodge & Cox Income | — | — | — | $1.1M | 2.6% | |
| Vanguard Mid Cap Index | — | — | — | $656K | 1.6% | |
| American Funds American Funds New World R6 | — | — | — | $633K | 1.6% | |
| T. Rowe Price T. Rowe Price Mid Cap Growth | — | — | — | $597K | 1.5% | |
| MFS Intl Diversification | — | — | — | $572K | 1.4% | |
| Vanguard Total Bond Market | — | — | — | $560K | 1.4% | |
| T. Rowe Price T. Rowe Price Retirement 2045 | — | — | — | $440K | 1.1% | |
| T. Rowe Price T. Rowe Price Retirement 2060 | — | — | — | $338K | 0.8% | |
| Vanguard Windsor | — | — | — | $273K | 0.7% | |
| T. Rowe Price T. Rowe Price Retirement 2025 | — | — | — | $267K | 0.7% | |
| JP Morgan JP Morgan Small Cap Value | — | — | — | $249K | 0.6% | |
| T. Rowe Price T. Rowe Price Retirement 2035 | — | — | — | $193K | 0.5% | |
| Vanguard Emerging Markets Stock Index | — | — | — | $137K | 0.3% | |
| Federate Hermes Federated Hermes US Treasury | — | — | — | $94K | 0.2% | |
| PIMCO Int Bond (USD-Hedged) | — | — | — | $77K | 0.2% | |
| Vanguard Emerging Mkts Stock IDX ADM | — | — | — | $61K | 0.2% | |
| T. Rowe Price T. Rowe Price Retirement 2015 | — | — | — | $37K | <0.1% | |
| American Century American Century Small Cap Value | — | — | — | $33K | <0.1% | |
| T. Rowe Price T. Rowe Price Retirement 2065 | — | — | — | $13K | <0.1% |