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Original filing (PDF)20250703152948NAL0000705425001
MIROMAR DEVELOPMENT CORPORATION
Form 5500
FILING_RECEIVED
MIROMAR DEVELOPMENT CORPORATION 401(K) PLAN
401(k) retirement plan
Active participants
264
Accounts w/ balance
242
Plan assets (EOY)
$9.1M
Net assets (EOY)
$9.1M
How this plan invests
This plan
1 pooled trust
Schedule D
46 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Participation health
100
Helping the score
- Below-peer total fees (10 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MIROMAR DEVELOPMENT CORPORATION.
Plan sponsor
Name
MIROMAR DEVELOPMENT CORPORATION
EIN
59-3584715
Address
10801 CORKSCREW ROAD SUITE 305 · ESTERO, FL · 33928
Phone
(239) 390-5138
Industry
Real Estatesee 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
2025-07-03
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
ASSURANCE DIMENSIONS, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $9K | — |
Investments
45 direct securities · 1 pooled fund· $9.1M(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
$9.1M
45 holdings
Common Collective Trust
$60K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FID FREEDOM 2035 K | — | — | — | $915K | 10.0% | |
| FID 500 INDEX | — | — | — | $825K | 9.0% | |
| FID CONTRAFUND | — | — | — | $655K | 7.2% | |
| FID FREEDOM 2025 K | — | — | — | $639K | 7.0% | |
| FID FREEDOM 2045 K | — | — | — | $443K | 4.8% | |
| FID GROWTH COMPANY | — | — | — | $399K | 4.4% | |
| FID GOVT MMKT | — | — | — | $379K | 4.1% | |
| FID TOTAL MKT IDX | — | — | — | $355K | 3.9% | |
| FID DIVIDEND GR | — | — | — | $320K | 3.5% | |
| FID LOW PRICED STK | — | — | — | $315K | 3.5% | |
| FID NASDAQ COMP INDX | — | — | — | $315K | 3.4% | |
| FID FREEDOM 2055 K | — | — | — | $309K | 3.4% | |
| FID BLUE CHIP GR | — | — | — | $297K | 3.2% | |
| FID FREEDOM 2020 K | — | — | — | $241K | 2.6% | |
| FID DIVERSIFD INTL | — | — | — | $230K | 2.5% | |
| FID FREEDOM 2030 K | — | — | — | $227K | 2.5% | |
| FID FREEDOM 2060 K | — | — | — | $223K | 2.4% | |
| FID LEVERGD CO STK | — | — | — | $212K | 2.3% | |
| FID FREEDOM 2040 K | — | — | — | $212K | 2.3% | |
| FID FREEDOM 2050 K | — | — | — | $169K | 1.9% | |
| BAIRD CORE PLUS INV | — | — | — | $141K | 1.5% | |
| FID SEL ENERGY | — | — | — | $132K | 1.4% | |
| FID INTL INDEX | — | — | — | $119K | 1.3% | |
| FID SM CAP IDX | — | — | — | $108K | 1.2% | |
| FID PURITAN | — | — | — | $107K | 1.2% | |
| FID TREND | — | — | — | $102K | 1.1% | |
| Notes receivable from participants (5.00%-9.50%) | — | — | — | $89K | 1.0% | |
| FID CAPITAL & INCOME | — | — | — | $87K | 1.0% | |
| FID ST TR BD IDX | — | — | — | $76K | 0.8% | |
| FID FREEDOM 2065 K | — | — | — | $75K | 0.8% | |
| FID SEL HEALTHCARE | — | — | — | $67K | 0.7% | |
| MIP CL 1 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $60K | 0.7% | |
| FID SEL TECHNOLOGY | — | — | — | $58K | 0.6% | |
| TRP DIV GROWTH ADV | — | — | — | $51K | 0.6% | |
| FID MID CAP IDX | — | — | — | $46K | 0.5% | |
| FID FREEDOM 2015 K | — | — | — | $30K | 0.3% | |
| VRS SMALL CAP GRTH A | — | — | — | $20K | 0.2% | |
| FID SEL ENT TECH SVC | — | — | — | $18K | 0.2% | |
| FID REAL ESTATE INVS | — | — | — | $16K | 0.2% | |
| COL SM CAP VAL II S | — | — | — | $14K | 0.2% | |
| FID FREEDOM 2010 K | — | — | — | $14K | 0.1% | |
| SEAFARER OS GR&IN IS | — | — | — | $13K | 0.1% | |
| AF AMER MUTUAL R4 | — | — | — | $9K | <0.1% | |
| FID FREEDOM INC K | — | — | — | $4K | <0.1% | |
| FID SEL CONS STAPLES | — | — | — | $2K | <0.1% | |
| FID SEL UTILITIES | — | — | — | $2K | <0.1% |
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