Leonardo Alvarez signed Central Florida Regional Workforce Development Board, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Central Florida Regional Workforce Development Board, Inc.'s EIN is 59-3396497.
Download the official 2024 Form 5500 (PDF) for Central Florida Regional Workforce Development Board, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Central Florida Regional Workforce Development Board, Inc.'s plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, 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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $34K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Principal American Century One Choice In Retirement Portfolio R6 Fund | Other securities | — | — | $2.3M | 17.3% | |
| Principal American Century One Choice 2040 Portfolio R6 Fund | Other securities | — | — | $1.9M | 13.9% | |
| Principal American Century One Choice 2035 Portfolio R6 Fund | Other securities | — | — | $1.9M | 13.9% | |
| Principal American Century One Choice 2045 Portfolio R6 Fund | Other securities | — | — | $1.8M | 13.0% | |
| Principal American Century One Choice 2030 Portfolio R6 Fund | Other securities | — | — | $1.5M | 11.4% | |
| Principal Life Insurance Company Fixed Income Guaranteed Option | Common Stocks | — | — | $832K | 6.1% | |
| Principal American Century One Choice 2050 Portfolio R6 Fund | Other securities | — | — | $735K | 5.4% | |
| Principal American Century One Choice 2055 Portfolio R6 Fund | Other securities | — | — | $541K | 4.0% | |
| Principal LargeCap S&P 500 Index Inst Fund | Common Collective Trusts | — | — | $519K | 3.8% | |
| maturing no later than August 2039), secured by participant accounts. | Other securities | — | — | $223K | 1.6% | |
| Principal AB Large Cap Growth Z Fund | Other securities | — | — | $192K | 1.4% | |
| Principal American Century One Choice 2060 Portfolio R6 Fund | Other securities | — | — | $147K | 1.1% | |
| Equitable AXA Moderate-Plus Allocation | Other securities | — | — | $143K | 1.1% | |
| AXA MODERATE-PLUS ALLOCATION EQUITABLE LIFE INSURANCE COMPANY · EIN 13-5570651 / PN 001 | Pooled Separate Account | — | — | $141K | 1.0% | |
| Principal BlackRock Total Return K Fund | Other securities | — | — | $116K | 0.9% | |
| Equitable AXA Moderate Allocation | Other securities | — | — | $99K | 0.7% | |
| Principal American Century One Choice 2065 Portfolio R6 Fund | Other securities | — | — | $89K | 0.7% | |
| Principal BlackRock Mid-Cap Growth Equity K Fund | Other securities | — | — | $78K | 0.6% | |
| AXA MODERATE ALLOCATION EQUITABLE LIFE INSURANCE COMPANY · EIN 13-5570651 / PN 001 | Pooled Separate Account | — | — | $76K | 0.6% | |
| Equitable AXA Equitable Life Insurance Company Fixed Income Guaranteed Option | Common Stocks | — | — | $65K | 0.5% | |
| Principal Real Estate Securities R6 Fund | Other securities | — | — | $59K | 0.4% | |
| Principal MidCap S&P 400 Index R6 Fund | Other securities | — | — | $36K | 0.3% | |
| Principal SmallCap S&P 600 Index R6 Fund | Other securities | — | — | $33K | 0.2% | |
| Equitable EQ/American Centry Mid Cap Val 379 * Equitable EQ/Common Stock Index | Common Stocks | — | — | $26K | 0.2% | |
| EQ COM STCK INDEX EQUITABLE LIFE INSURANCE COMPANY · EIN 13-5570651 / PN 001 | Pooled Separate Account | — | — | $26K | 0.2% | |
| EQ EQUITY 500 INDEX EQUITABLE LIFE INSURANCE COMPANY · EIN 13-5570651 / PN 001 | Pooled Separate Account | — | — | $24K | 0.2% | |
| Principal Putnam Large Cap Value R6 Fund | Mutual Funds | — | — | $24K | 0.2% | |
| AXA MODERATE ALLOCATION EQUITABLE LIFE INSURANCE COMPANY · EIN 13-5570651 / PN 001 | Pooled Separate Account | — | — | $23K | 0.2% | |
| Equitable AXA Conserv-Plus Allocation | Other securities | — | — | $19K | 0.1% | |
| AXA CONSERV-PLUS ALLOCATION EQUITABLE LIFE INSURANCE COMPANY · EIN 13-5570651 / PN 001 | Pooled Separate Account | — | — | $17K | 0.1% | |
| (E) | Other securities | — | — | $16K | 0.1% | |
| Principal MFS International Diversification R6 Fund | Mutual Funds | — | — | $16K | 0.1% | |
| Principal American Century Mid-Cap Value R6 Fund | Other securities | — | — | $16K | 0.1% | |
| EQ/AGGRESSIVE GROWTH STRATEGY EQUITABLE LIFE INSURANCE COMPANY · EIN 13-5570651 / PN 001 | Pooled Separate Account | — | — | $12K | <0.1% | |
| Principal Janus Henderson Triton N Fund | Mutual Funds | — | — | $11K | <0.1% | |
| EQ MID CAP INDEX EQUITABLE LIFE INSURANCE COMPANY · EIN 13-5570651 / PN 001 | Pooled Separate Account | — | — | $11K | <0.1% | |
| EQ SMALL COMPANY INDEX EQUITABLE LIFE INSURANCE COMPANY · EIN 13-5570651 / PN 001 | Pooled Separate Account | — | — | $9K | <0.1% | |
| AXA INT CORE MANAGED VOL EQUITABLE LIFE INSURANCE COMPANY · EIN 13-5570651 / PN 001 | Pooled Separate Account | — | — | $8K | <0.1% | |
| Equitable AXA Aggressive Allocation | Other securities | — | — | $6K | <0.1% | |
| AXA AGGRESSIVE ALLOCATION EQUITABLE LIFE INSURANCE COMPANY · EIN 13-5570651 / PN 001 | Pooled Separate Account | — | — | $6K | <0.1% | |
| AXA LG CAP GRW MANAGED VOL EQUITABLE LIFE INSURANCE COMPANY · EIN 13-5570651 / PN 001 | Pooled Separate Account | — | — | $5K | <0.1% | |
| Principal Macquarie Small Cap Value R6 Fund | Other securities | — | — | $5K | <0.1% | |
| AXA LG CAP VAL MANAGED VOL EQUITABLE LIFE INSURANCE COMPANY · EIN 13-5570651 / PN 001 | Pooled Separate Account | — | — | $4K | <0.1% | |
| AXA GLB EQTY MANAGED VOL EQUITABLE LIFE INSURANCE COMPANY · EIN 13-5570651 / PN 001 | Pooled Separate Account | — | — | $4K | <0.1% | |
| EQ GAMCO MERGERS & ACQUISITION EQUITABLE LIFE INSURANCE COMPANY · EIN 13-5570651 / PN 001 | Pooled Separate Account | — | — | $3K | <0.1% | |
| EQ BLACKROCK BASIC VALUE EQTY EQUITABLE LIFE INSURANCE COMPANY · EIN 13-5570651 / PN 001 | Pooled Separate Account | — | — | $3K | <0.1% | |
| AXA CONSERV PLUS ALLOCATION EQUITABLE LIFE INSURANCE COMPANY · EIN 13-5570651 / PN 001 | Pooled Separate Account | — | — | $2K | <0.1% | |
| 1290 VT CONVERTIBLE SECURITIES EQUITABLE LIFE INSURANCE COMPANY · EIN 13-5570651 / PN 001 | Pooled Separate Account | — | — | $2K | <0.1% | |
| EQ/BOSTON ADVISORS EQTY INCOME EQUITABLE LIFE INSURANCE COMPANY · EIN 13-5570651 / PN 001 | Pooled Separate Account | — | — | $2K | <0.1% | |
| AXA MODERATE PLUS ALLOCATION EQUITABLE LIFE INSURANCE COMPANY · EIN 13-5570651 / PN 001 | Pooled Separate Account | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
