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Original filing (PDF)20260304125321NAL0002965905001
CENTRAL FLORIDA REGIONAL WORKFORCE DEVELOPMENT BOARD, INC.
Form 5500
FILING_RECEIVED
CAREERSOURCE CENTRAL FLORIDA 403(B) PLAN
403(b) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
175
Accounts w/ balance
219
Plan assets (EOY)
$13.5M
Net assets (EOY)
$13.5M
How this plan invests
This plan
32 pooled trusts
Schedule D
44 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CENTRAL FLORIDA REGIONAL WORKFORCE DEVELOPMENT BOARD, INC..
Plan sponsor
Name
CENTRAL FLORIDA REGIONAL WORKFORCE DEVELOPMENT BOARD, INC.
EIN
59-3396497
Address
390 N ORANGE AVE SUITE 700 · ORLANDO, FL · 328011673
Phone
(407) 531-1222
Industry
Admin Support & Waste Mgmtsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-07-01
Tax period
2025-06-30
Filed
2026-03-04
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CHERRY BEKAERT, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $34K | — |
Investments
30 direct securities · 32 pooled funds· $13.9M(100% of reported assets)
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.
Uncategorized
$13.5M
30 holdings
Pooled Separate Account
$388K
32 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Principal American Century One Choice In Retirement Portfolio R6 Fund | — | — | — | $2.3M | 17.3% | |
| Principal American Century One Choice 2040 Portfolio R6 Fund | — | — | — | $1.9M | 13.9% | |
| Principal American Century One Choice 2035 Portfolio R6 Fund | — | — | — | $1.9M | 13.9% | |
| Principal American Century One Choice 2045 Portfolio R6 Fund | — | — | — | $1.8M | 13.0% | |
| Principal American Century One Choice 2030 Portfolio R6 Fund | — | — | — | $1.5M | 11.4% | |
| Principal Life Insurance Company Fixed Income Guaranteed Option | — | — | — | $832K | 6.1% | |
| Principal American Century One Choice 2050 Portfolio R6 Fund | — | — | — | $735K | 5.4% | |
| Principal American Century One Choice 2055 Portfolio R6 Fund | — | — | — | $541K | 4.0% | |
| Principal LargeCap S&P 500 Index Inst Fund | — | — | — | $519K | 3.8% | |
| maturing no later than August 2039), secured by participant accounts. | — | — | — | $223K | 1.6% | |
| Principal AB Large Cap Growth Z Fund | — | — | — | $192K | 1.4% | |
| Principal American Century One Choice 2060 Portfolio R6 Fund | — | — | — | $147K | 1.1% | |
| Equitable AXA Moderate-Plus Allocation | — | — | — | $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 | — | — | — | $116K | 0.9% | |
| Equitable AXA Moderate Allocation | — | — | — | $99K | 0.7% | |
| Principal American Century One Choice 2065 Portfolio R6 Fund | — | — | — | $89K | 0.7% | |
| Principal BlackRock Mid-Cap Growth Equity K Fund | — | — | — | $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 | — | — | — | $65K | 0.5% | |
| Principal Real Estate Securities R6 Fund | — | — | — | $59K | 0.4% | |
| Principal MidCap S&P 400 Index R6 Fund | — | — | — | $36K | 0.3% | |
| Principal SmallCap S&P 600 Index R6 Fund | — | — | — | $33K | 0.2% | |
| Equitable EQ/American Centry Mid Cap Val 379 * Equitable EQ/Common Stock Index | — | — | — | $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 | — | — | — | $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 | — | — | — | $19K | 0.1% | |
| AXA CONSERV-PLUS ALLOCATION EQUITABLE LIFE INSURANCE COMPANY · EIN 13-5570651 / PN 001 | Pooled Separate Account | — | — | $17K | 0.1% | |
| (E) | — | — | — | $16K | 0.1% | |
| Principal MFS International Diversification R6 Fund | — | — | — | $16K | 0.1% | |
| Principal American Century Mid-Cap Value R6 Fund | — | — | — | $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 | — | — | — | $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 | — | — | — | $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 | — | — | — | $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% | |
| AXA MID CAP VAL MANAGED VOL EQUITABLE LIFE INSURANCE COMPANY · EIN 13-5570651 / PN 001 | Pooled Separate Account | — | — | $2K | <0.1% | |
| AXA AB SMALL CAP GROWTH EQUITABLE LIFE INSURANCE COMPANY · EIN 13-5570651 / PN 001 | Pooled Separate Account | — | — | $1K | <0.1% | |
| AXA/HORIZON SMALL CAP VALUE EQUITABLE LIFE INSURANCE COMPANY · EIN 13-5570651 / PN 001 | Pooled Separate Account | — | — | $909 | <0.1% | |
| EQ INTERNATIONAL EQUITY INDEX EQUITABLE LIFE INSURANCE COMPANY · EIN 13-5570651 / PN 001 | Pooled Separate Account | — | — | $885 | <0.1% | |
| AXA INT VAL MANAGED VOL EQUITABLE LIFE INSURANCE COMPANY · EIN 13-5570651 / PN 001 | Pooled Separate Account | — | — | $714 | <0.1% | |
| EQ/JANUS ENTERPRISE EQUITABLE LIFE INSURANCE COMPANY · EIN 13-5570651 / PN 001 | Pooled Separate Account | — | — | $680 | <0.1% | |
| AXA LG CAP CORE MANAGED VOL EQUITABLE LIFE INSURANCE COMPANY · EIN 13-5570651 / PN 001 | Pooled Separate Account | — | — | $519 | <0.1% | |
| EQ/AMERICAN CENTRY MID CAP VAL EQUITABLE LIFE INSURANCE COMPANY · EIN 13-5570651 / PN 001 | Pooled Separate Account | — | — | $378 | <0.1% | |
| AXA AGGRESSIVE ALLOCATION EQUITABLE LIFE INSURANCE COMPANY · EIN 13-5570651 / PN 001 | Pooled Separate Account | — | — | $367 | <0.1% | |
| MULTIMANAGER AGGRESSIVE EQUITY EQUITABLE LIFE INSURANCE COMPANY · EIN 13-5570651 / PN 001 | Pooled Separate Account | — | — | $49 | <0.1% | |
| EQ/MONEY MARKET EQUITABLE LIFE INSURANCE COMPANY · EIN 13-5570651 / PN 001 | Pooled Separate Account | — | — | $28 | <0.1% | |
| EQ/MORGAN STANLEY MID CAP GR EQUITABLE LIFE INSURANCE COMPANY · EIN 13-5570651 / PN 001 | Pooled Separate Account | — | — | $0 | <0.1% |