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Original filing (PDF)20251010082726NAL0007806321001
FLORIDA INSTITUTE OF TECHNOLOGY
Form 5500
FILING_RECEIVED
FLORIDA TECH RETIREMENT PLAN
403(b) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
1,450
Accounts w/ balance
1,783
Plan assets (EOY)
$179.7M
Net assets (EOY)
$179.7M
How this plan invests
This plan
1 pooled trust
Schedule D
58 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 FLORIDA INSTITUTE OF TECHNOLOGY.
Plan sponsor
Name
FLORIDA INSTITUTE OF TECHNOLOGY
EIN
59-6046500
Address
150 WEST UNIVERSITY BLVD · MELBOURNE, FL · 329016975
Phone
(321) 674-8100
Industry
Educational Servicessee 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
2025-10-10
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
2T · Default investment account (QDIA)
2S · Automatic enrollment
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
BERMAN HOPKINS WRIGHT & LAHAM
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LINCOLN NATIONAL CORPORATION | 35-1140070 | — | SERVICE PROVIDER | $104K | — |
| TIAA | 13-1624203 | — | SERVICE PROVIDER | $100K | — |
Investments
56 direct securities · 1 pooled fund· $175.7M(98% 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
$174.5M
56 holdings
Pooled Separate Account
$1.2M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| CREF Stock R2 Registered Investment Companies | — | — | — | $13.9M | 7.7% | |
| TIAA Traditional Non Benefit Responsive 2 Variable Annuity Contracts | — | — | — | $12.9M | 7.2% | |
| State Street Equity 500 Index K Registered Investment Companies | — | — | — | $11.8M | 6.6% | |
| Baird Core Plus Bond Class Institutional Registered Investment Companies | — | — | — | $10.5M | 5.8% | |
| Vanguard 500 Index Admiral Class Registered Investment Companies | — | — | — | $10.3M | 5.7% | |
| TIAA Traditional Non Benefit Responsive Variable Annuity Contracts | — | — | — | $9.3M | 5.2% | |
| CREF Growth R2 Registered Investment Companies | — | — | — | $8.9M | 5.0% | |
| Nuveen International Equity Index - Institutional Registered Investment Companies | — | — | — | $8.0M | 4.4% | |
| American Funds Europacific Growth Class R6 Registered Investment Companies | — | — | — | $7.2M | 4.0% | |
| CREF Global Equities R2 Registered Investment Companies | — | — | — | $7.0M | 3.9% | |
| Lincoln Stable Value Variable Annuity Contracts | — | — | — | $6.7M | 3.7% | |
| Nuveen Small-Cap Block-Index - Institutional Registered Investment Companies | — | — | — | $4.7M | 2.6% | |
| Blackrock Equity Dividend K Shares Registered Investment Companies | — | — | — | $4.5M | 2.5% | |
| CREF Social Choice R2 Registered Investment Companies | — | — | — | $4.2M | 2.4% | |
| Allspring Emerging Markets Equity Registered Investment Companies | — | — | — | $4.1M | 2.3% | |
| Vanguard Mid-Cap Index Admiral Shares Registered Investment Companies | — | — | — | $4.1M | 2.3% | |
| American Funds The Growth of America Class R6 Registered Investment Companies | — | — | — | $4.1M | 2.3% | |
| Nuveen Large-Cap Value Index - Institutional Registered Investment Companies | — | — | — | $3.9M | 2.1% | |
| TIAA Traditional Benefit Responsive 2 Variable Annuity Contracts | — | — | — | $3.8M | 2.1% | |
| PGIM Global Real Estate Class R6 Registered Investment Companies | — | — | — | $3.1M | 1.7% | |
| CREF Inflation-Linked Bond R2 Registered Investment Companies | — | — | — | $2.9M | 1.6% | |
| CREF Equity Index R2 Registered Investment Companies | — | — | — | $2.6M | 1.5% | |
| Nuveen Core Equity R6 Registered Investment Companies | — | — | — | $2.5M | 1.4% | |
| Macquarie Mid Cap Growth Fund Class R6 Registered Investment Companies | — | — | — | $2.2M | 1.2% | |
| MFS Mid-Cap Value Class R6 Registered Investment Companies | — | — | — | $1.9M | 1.1% | |
| Columbia Small Cap Value Fund II Institution Registered Investment Companies | — | — | — | $1.7M | 0.9% | |
| Vanguard Small Cap Index Admiral Shares Registered Investment Companies | — | — | — | $1.6M | 0.9% | |
| Allspring Special Mid Cap Value R6 Registered Investment Companies | — | — | — | $1.6M | 0.9% | |
| Pioneer Strategic Income Class K Registered Investment Companies | — | — | — | $1.4M | 0.8% | |
| CREF Core Bond R2 Registered Investment Companies | — | — | — | $1.3M | 0.7% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $1.2M | 0.7% | |
| TIAA Access Nuv Large-Cap Value Index T3 Registered Investment Companies | — | — | — | $1.2M | 0.7% | |
| Notes receivable from participants, net Maturity 2025 - 2034 - | — | — | — | $1.1M | 0.6% | |
| TIAA Access Nuv Core Equity T3 Registered Investment Companies | — | — | — | $1.1M | 0.6% | |
| TIAA Access Nuv International Equity Index T3 Registered Investment Companies | — | — | — | $1.1M | 0.6% | |
| Clearbridge Small Cap Growth Class IS Registered Investment Companies | — | — | — | $849K | 0.5% | |
| Vanguard Federal Money Market Investor Registered Investment Companies | — | — | — | $754K | 0.4% | |
| PGIM High Yield R6 Registered Investment Companies | — | — | — | $726K | 0.4% | |
| Carillon Eagle Mid-Cap Growth R6 Registered Investment Companies | — | — | — | $635K | 0.4% | |
| PIMCO RAE US Small Instl Class Registered Investment Companies | — | — | — | $581K | 0.3% | |
| Wasatch Core Growth Fund Institution Registered Investment Companies | — | — | — | $571K | 0.3% | |
| JPMorgan US Equity Class R6 Registered Investment Companies | — | — | — | $561K | 0.3% | |
| TIAA Traditional Benefit Responsive Variable Annuity Contracts | — | — | — | $482K | 0.3% | |
| TIAA Access Nuv Small-Cap Blend Index T3 Registered Investment Companies | — | — | — | $451K | 0.3% | |
| TIAA Access Nuv Mid-Cap Value T3 Registered Investment Companies | — | — | — | $308K | 0.2% | |
| Fidelity Treasury Only Money Market Money Market | — | — | — | $300K | 0.2% | |
| TIAA Access Nuv Mid-Cap Growth T3 Registered Investment Companies | — | — | — | $219K | 0.1% | |
| American Funds The Income of America Class R6 Registered Investment Companies | — | — | — | $209K | 0.1% | |
| TIAA Access Nuv High - Yield T3 Registered Investment Companies | — | — | — | $189K | 0.1% | |
| CREF Money Market R2 Registered Investment Companies | — | — | — | $157K | <0.1% | |
| TIAA Access Nuv Lifecycle Retirement Income T3 Registered Investment Companies | — | — | — | $139K | <0.1% | |
| F W:C1126c,;D1bE,@6Y,>:16/201]6b6/29343:3472,> G1D4931;106/2C193?1236E7?@,2419 FF 66666666666N<Z[Z<RRN F U/VV6U;,043472,>6X1218436G19@7294C16L Y,;4,.>16V22:4356E723;,A39 FF | — | — | — | $93K | <0.1% | |
| TIAA Access Nuv Short-Term Bond T3 Registered Investment Companies | — | — | — | $57K | <0.1% | |
| TIAA Access Nuv Lifecycle 2050 T3 Registered Investment Companies | — | — | — | $39K | <0.1% | |
| TIAA Access Nuv Lifecycle 2015 T3 Registered Investment Companies | — | — | — | $20K | <0.1% | |
| TIAA Access Nuv Lifecycle 2010 T3 Registered Investment Companies | — | — | — | $12K | <0.1% | |
| F EGHI6`;7=3a6GL G1D4931;106/2C193?1236E7?@,2419 FF | — | — | — | $2K | <0.1% |