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Original filing (PDF)20251014092328NAL0001165459001
WICKER, SMITH, OHARA, MCCOY & FORD, P.A.
Form 5500
FILING_RECEIVED
WICKER SMITH 401(K) PLAN II
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
235
Accounts w/ balance
340
Plan assets (EOY)
$75.8M
Net assets (EOY)
$75.7M
How this plan invests
This plan
1 pooled trust
Schedule D
30 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 WICKER, SMITH, OHARA, MCCOY & FORD, P.A..
Plan sponsor
Name
WICKER, SMITH, OHARA, MCCOY & FORD, P.A.
EIN
65-0089075
Address
2800 PONCE DE LEON BLVD · SUITE 800 · CORAL GABLES, FL · 33134
Phone
(305) 448-3939
Industry
Law Offices· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CBIZ CPAS P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| INGHAM & COMPANY | 65-0170152 | — | NONE | $111K | — |
| NATIONAL FINANCIAL SERVICES | 04-3523567 | — | NA | $11K | — |
Investments
29 direct securities · 1 pooled fund· $73.8M(97% 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
$73.4M
29 holdings
Common Collective Trust
$425K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund | — | — | — | $13.5M | 17.8% | |
| Fidelity Growth Company | — | — | — | $6.3M | 8.3% | |
| American Funds American Funds New Perspective Fund A | — | — | — | $5.8M | 7.7% | |
| American Funds American Funds American Balanced Fund A | — | — | — | $5.1M | 6.7% | |
| Fidelity Extended Market Index Fund | — | — | — | $4.2M | 5.6% | |
| American Funds American Funds Europacific Growth Fund A | — | — | — | $4.2M | 5.5% | |
| Pimco Short Term Institutional Class | — | — | — | $4.1M | 5.4% | |
| Pimco Income Institutional Class | — | — | — | $3.8M | 5.0% | |
| American Funds American Funds Washington Mutual Investors | — | — | — | $3.5M | 4.6% | |
| Class A Prudential Total Return Bond Class Q | — | — | — | $3.1M | 4.2% | |
| Vanguard Short-Term Bond Index Fund | — | — | — | $2.7M | 3.6% | |
| Fidelity Government Money Market | — | — | — | $2.7M | 3.6% | |
| Admiral Shares * Fidelity Emerging Markets Index Fund | — | — | — | $2.4M | 3.1% | |
| Wells Fargo Wells Fargo Core Bond Class R6 | — | — | — | $2.2M | 2.9% | |
| Fidelity International Index Fund | — | — | — | $2.1M | 2.8% | |
| Cohen & Steers Cohen & Steers Global Infrastructure I | — | — | — | $1.5M | 2.0% | |
| Vanguard Mid-Cap Growth Index Admiral | — | — | — | $1.3M | 1.7% | |
| VanEck CM Commodity Index I | — | — | — | $1.2M | 1.5% | |
| DFA Global Real Estate Securities Portfolio | — | — | — | $992K | 1.3% | |
| Vanguard Small Cap Value Index Admiral | — | — | — | $819K | 1.1% | |
| Vanguard Small Cap Growth Index Admiral | — | — | — | $694K | 0.9% | |
| Vanguard Mid-Cap Value Index Admiral | — | — | — | $691K | 0.9% | |
| STABLE VALUE FUND MORLEY FINANCIAL SERVICES, INC. · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $425K | 0.6% | |
| Notes receivable from 4.25% to 9.50%, maturity dates through June $ -- | — | — | — | $286K | 0.4% | |
| Vanguard Inflation-Protected Securities Fund | — | — | — | $180K | 0.2% | |
| Charles Schwab & Co., Inc. Participant directed brokerage account | — | — | — | $124K | 0.2% | |
| Admiral Shares Vanguard High-Yield Corporate Fund Admiral | — | — | — | $32K | <0.1% | |
| Shares Pimco Emerging Markets Bond Institutional | — | — | — | $6K | <0.1% | |
| Fidelity Cash Reserves | — | — | — | $4K | <0.1% | |
| Class * Fidelity US Bond Index | — | — | — | $1K | <0.1% |
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