Florida Multiemployer 401(k) Plan's EIN is 59-3483551.
Download the official 2024 Form 5500 (PDF) for Florida Multiemployer 401(k) Plan from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Florida Multiemployer 401(k) Plan's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), automatic enrollment.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE CO. OF AM | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $167K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | — | SAN RAFAEL, CA | INV. ADVISOR | $51K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| FIDELITY 500 INDEX 20,136 SHARES - MUTUAL FUND | Common Collective Trusts | — | — | $4.1M | 15.1% | |
| STABLE VALUE FUND, * SAGIC Diversified Bond UNITS - POOLED SEPARATE ACCOUNT | Stable Value | — | — | $2.4M | 8.9% | |
| JANUS HENDERSON BALANCED N 46,671 SHARES - MUTUAL FUND | Mutual Funds | — | — | $2.1M | 7.8% | |
| LARGE CAP GROWTH FUND III CLASS R1 143,912 UNITS - COLLECTIVE TRUST FUND | Common Collective Trusts | — | — | $2.1M | 7.8% | |
| GREAT GRAY AMERICAN FUNDS INCOME 2030 R1 205,267 UNITS - COLLECTIVE TRUST FUND | Common Collective Trusts | — | — | $2.1M | 7.7% | |
| CARILLON EAGLE MID CAP GROWTH R6 25,777 SHARES - MUTUAL FUND | Other securities | — | — | $2.0M | 7.4% | |
| Great Gray American Funds Income 2030 R1 Collective Trust Fund | Common Collective Trusts | — | $1.9M | $1.9M | 6.9% | |
| JPMORGAN EQUITY INCOME R6 77,586 SHARES - MUTUAL FUND | Other securities | — | — | $1.9M | 6.8% | |
| Great Gray American Funds Income 2010 R1 Collective Trust Fund | Common Collective Trusts | — | $1.5M | $1.5M | 5.7% | |
| GREAT GRAY AMERICAN FUNDS INCOME 2010 R1 146,010 UNITS - COLLECTIVE TRUST FUND | Common Collective Trusts | — | — | $1.5M | 5.5% | |
| JANUS INTERNATIONAL ALPHA EQ CF CL III 121,505 UNITS - COLLECTIVE TRUST FUND | Common Collective Trusts | — | — | $1.4M | 5.0% | |
| GREAT GRAY AMERICAN FUNDS INCOME 2040 R1 106,670 UNITS - COLLECTIVE TRUST FUND | Common Collective Trusts | — | — | $1.1M | 4.0% | |
| EMERALD GROWTH INSTITUTIONAL 39,173 SHARES - MUTUAL FUND | Other securities | — | — | $1.0M | 3.7% | |
| COHEN & STEERS REAL ESTATE SECURITIES Z 51,119 SHARES - MUTUAL FUND | Other securities | — | — | $883K | 3.2% | |
| MFS MID CAP VALUE R6 26,917 SHARES - MUTUAL FUND | Mutual Funds | — | — | $856K | 3.1% | |
| PGIM TOTAL RETURN FUND CIT FEE CLASS R 63,163 UNITS - COLLECTIVE TRUST FUND | Common Collective Trusts | — | — | $648K | 2.4% | |
| PRINCIPAL SMALLCAP VALUE II R6 54,644 SHARES - MUTUAL FUND | Other securities | — | — | $628K | 2.3% | |
| FIDELITY US BOND INDEX 46,230 SHARES - MUTUAL FUND | Mutual Funds | — | — | $472K | 1.7% | |
| FIDELITY TOTAL INTERNATIONAL INDEX 31,719 SHARES - MUTUAL FUND | Mutual Funds | — | — | $426K | 1.6% | |
| GREAT GRAY AMERICAN FUNDS INCOME 2025 R1 40,139 UNITS - COLLECTIVE TRUST FUND | Common Collective Trusts | — | — | $411K | 1.5% | |
| GREAT GRAY AMERICAN FUNDS INCOME 2050 R1 38,325 UNITS - COLLECTIVE TRUST FUND | Common Collective Trusts | — | — | $392K | 1.4% | |
| FIDELITY MID CAP INDEX 8,203 SHARES - MUTUAL FUND | Mutual Funds | — | — | $277K | 1.0% | |
| FIDELITY SMALL CAP INDEX 8,234 SHARES - MUTUAL FUND | Mutual Funds | — | — | $228K | 0.8% | |
| American Century One Choice 2030 R6 Mutual Fund | Other securities | — | $1.9M | $181K | 0.7% | |
| GREAT GRAY AMERICAN FUNDS INCOME 2055 R1 9,879 UNITS - COLLECTIVE TRUST FUND | Common Collective Trusts | — | — | $101K | 0.4% | |
| American Century One Choice in Retire R6 Mutual Fund | Other securities | — | $1.5M | $98K | 0.4% | |
| GREAT GRAY AMERICAN FUNDS INCOME 2045 R1 7,801 UNITS - COLLECTIVE TRUST FUND | Common Collective Trusts | — | — | $80K | 0.3% | |
| GREAT GRAY AMERICAN FUNDS INCOME 2035 R1 7,145 UNITS - COLLECTIVE TRUST FUND | Common Collective Trusts | — | — | $73K | 0.3% | |
| GREAT GRAY AMERICAN FUNDS INCOME 2015 R1 6 UNITS - COLLECTIVE TRUST FUND 62 GREAT GRAY AMERICAN FUNDS INCOME 2020 R1 1,857 UNITS - COLLECTIVE TRUST FUND | Common Collective Trusts | — | — | $19K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LAPADULA CARLSON & CO. | 65-0292391 | — | ACCOUNTANT | $19K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SOUTHERN BENEFITS ADMINISTRATOR | 62-1116095 | — | ADMINISTRATOR | $30K | — |
