Maria Zaceta signed Florida National University, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Florida National University, Inc.'s EIN is 65-0021295.
Download the official 2024 Form 5500 (PDF) for Florida National University, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Florida National University, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $31K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY | 20-8764829 | — | INVESTMENT/FINANCIAL ADVI | $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 | |||||
|---|---|---|---|---|---|---|
| PGIM JENNISON FOCUSED GROWTH R | Registered Investment Companies | — | — | $6.1M | 36.9% | |
| COLUMBIA DIVIDEND INCOME I3 | Registered Investment Companies | — | — | $1.7M | 10.2% | |
| AMERFUNDS AMER BALANCED - R6 | Registered Investment Companies | — | — | $1.6M | 9.6% | |
| INVESCO STABLE ASSET - ADPZ INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $985K | 6.0% | |
| JPMORGAN US EQUITY FUND R6 | Registered Investment Companies | — | — | $889K | 5.4% | |
| VANGUARD INTL GRTH ADM | Registered Investment Companies | — | — | $593K | 3.6% | |
| NUVEEN LC INDEX 2025 R6 | Registered Investment Companies | — | — | $550K | 3.4% | |
| JPMORGAN LARGE CAP GROWTH R6 | Registered Investment Companies | — | — | $529K | 3.2% | |
| NUVEEN LC INDEX 2035 R6 | Registered Investment Companies | — | — | $507K | 3.1% | |
| NUVEEN LC INDEX 2045 R6 | Registered Investment Companies | — | — | $364K | 2.2% | |
| NUVEEN LC INDEX 2030 R6 | Registered Investment Companies | — | — | $297K | 1.8% | |
| NUVEEN LC INDEX 2050 R6 | Registered Investment Companies | — | — | $257K | 1.6% | |
| NUVEEN LC INDEX 2040 R6 | Registered Investment Companies | — | — | $241K | 1.5% | |
| VANG TOT STK MKT IDX - ADMIRAL | Registered Investment Companies | — | — | $201K | 1.2% | |
| NUVEEN LC INDEX 2060 R6 | Registered Investment Companies | — | — | $160K | 1.0% | |
| VANGUARD 500 INDEX FUND - ADM | Registered Investment Companies | — | — | $154K | 0.9% | |
| PGIM GLOBAL TOTAL RTN R6 | Registered Investment Companies | — | — | $149K | 0.9% | |
| MFS MID CAP VALUE FUND - R6 | Registered Investment Companies | — | — | $122K | 0.7% | |
| NUVEEN LC INDEX 2055 R6 | Registered Investment Companies | — | — | $117K | 0.7% | |
| BLACKROCK HIGH YIELD K | Registered Investment Companies | — | — | $116K | 0.7% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $104K | 0.6% | |
| JPM EMERGING MARKETS EQUITY R6 | Registered Investment Companies | — | — | $93K | 0.6% | |
| PGIM TOTAL RETURN BOND R6 | Registered Investment Companies | — | — | $86K | 0.5% | |
| MFS INTL DIVERSIFICATION R6 | Registered Investment Companies | — | — | $69K | 0.4% | |
| NUVEEN LC INDEX 2010 R6 | Registered Investment Companies | — | — | $60K | 0.4% | |
| MFS MID CAP GROWTH R6 | Registered Investment Companies | — | — | $37K | 0.2% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $33K | 0.2% | |
| VANGUARD SM CP GR IDX -ADMIRAL | Registered Investment Companies | — | — | $33K | 0.2% | |
| VANGUARD REAL ESTATE INDEX ADM | Registered Investment Companies | — | — | $30K | 0.2% | |
| LOOMIS SAYLES CORE PLUS BOND N | Registered Investment Companies | — | — | $25K | 0.2% | |
| FRANKLIN SCV R6 | Registered Investment Companies | — | — | $24K | 0.1% | |
| NUVEEN LC INDEX 2020 R6 | Registered Investment Companies | — | — | $13K | <0.1% | |
| AMER FUNDS NEW PERSP R6 | Registered Investment Companies | — | — | $13K | <0.1% | |
| NUVEEN LC INDEX 2015 R6 | Registered Investment Companies | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
