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Original filing (PDF)20250725080143NAL0016318562001
FINANCIAL INFORMATION TECHNOLOGIES, LLC
Form 5500
FILING_RECEIVED
FINTECH 401K SAVINGS PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
247
Accounts w/ balance
240
Plan assets (EOY)
$23.7M
Net assets (EOY)
$23.7M
How this plan invests
This plan
13 pooled trusts
Schedule D
28 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 FINANCIAL INFORMATION TECHNOLOGIES, LLC.
Plan sponsor
Name
FINANCIAL INFORMATION TECHNOLOGIES, LLC
EIN
65-0152732
Address
3109 W. DR. MARTIN LUTHER KING JR B · SUITE 200 · TAMPA, FL · 33607
Phone
(813) 288-1980
Industry
Professional & Technical 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
2025-07-25
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)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
WARREN AVERETT, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KESTRA ADVISORY SERVICES | — | AUSTIN, TX | NONE | $39K | — |
| EMPOWER ANNUITY INS CO | — | GREENWOOD VILLAGE, CO | NONE | $22K | — |
| FLORIDA RETIREMENT CONSULTANTS | — | LAND O LAKES, FL | NONE | $15K | — |
Investments
16 direct securities · 13 pooled funds· $22.4M(94% 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.
Common Collective Trust
$12.5M
13 holdings
Uncategorized
$9.9M
16 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FIDELITY 500 INDEX Mutual Fund | — | — | — | $3.8M | 15.9% | |
| EMPOWER LIFETIME 2035 INDEX TRUST EMPOWER TRUST COMPANY, LLC · EIN 84-1455663 / PN 030 | Common Collective Trust | — | — | $3.3M | 13.9% | |
| EMPOWER LIFETIME 2045 INDEX TRUST EMPOWER TRUST COMPANY, LLC · EIN 84-1455663 / PN 032 | Common Collective Trust | — | — | $2.2M | 9.2% | |
| EMPOWER LIFETIME 2040 INDEX TRUST EMPOWER TRUST COMPANY, LLC · EIN 84-1455663 / PN 031 | Common Collective Trust | — | — | $1.5M | 6.5% | |
| EMPOWER LIFETIME 2030 INDEX TRUST EMPOWER TRUST COMPANY, LLC · EIN 84-1455663 / PN 029 | Common Collective Trust | — | — | $1.3M | 5.5% | |
| LARGE CAP GROWTH FUND III CLASS R1 GREAT GRAY · EIN 38-7275327 / PN 001 | Common Collective Trust | — | — | $999K | 4.2% | |
| GUARANTEED INTEREST FUND Group Annuity Contract | — | — | — | $871K | 3.7% | |
| EMPOWER LIFETIME 2055 INDEX TRUST EMPOWER TRUST COMPANY, LLC · EIN 84-1455663 / PN 034 | Common Collective Trust | — | — | $843K | 3.6% | |
| FIDELITY MID CAP INDEX Mutual Fund | — | — | — | $783K | 3.3% | |
| EMPOWER LIFETIME 2050 INDEX TRUST EMPOWER TRUST COMPANY, LLC · EIN 84-1455663 / PN 033 | Common Collective Trust | — | — | $694K | 2.9% | |
| VICTORY SYCAMORE ESTABLISHED VALUE R6 Mutual Fund | — | — | — | $650K | 2.7% | |
| FIDELITY INTERNATIONAL INDEX Mutual Fund | — | — | — | $635K | 2.7% | |
| JPMORGAN INTERNATIONAL EQUITY R6 Mutual Fund | — | — | — | $572K | 2.4% | |
| ALLSPRING SPECIAL SMALL CAP VALUE R6 Mutual Fund | — | — | — | $539K | 2.3% | |
| CORE BOND FUND CLASS R1 GREAT GRAY · EIN 82-1986152 / PN 000 | Common Collective Trust | — | — | $513K | 2.2% | |
| LARGE CAP VALUE FUND III CL R1 GREAT GRAY · EIN 38-7289865 / PN 001 | Common Collective Trust | — | — | $463K | 2.0% | |
| MID CAP GROWTH FUND II CLASS R1 GREAT GRAY · EIN 38-7304118 / PN 183 | Common Collective Trust | — | — | $435K | 1.8% | |
| AMERICAN FUNDS NEW PERSPECTIVE R6 Mutual Fund | — | — | — | $397K | 1.7% | |
| FIDELITY SMALL CAP INDEX Mutual Fund | — | — | — | $395K | 1.7% | |
| COLUMBIA STRATEGIC INCOME INSTL Mutual Fund | — | — | — | $290K | 1.2% | |
| JPMORGAN EMERGING MARKETS EQUITY R6 Mutual Fund | — | — | — | $274K | 1.2% | |
| AMERICAN CENTURY SMALL CAP GROWTH R6 Mutual Fund | — | — | — | $233K | 1.0% | |
| BLACKROCK HIGH YIELD BOND INSTL Mutual Fund | — | — | — | $165K | 0.7% | |
| DFA INFLATION-PROTECTED SECURITIES I Mutual Fund | — | — | — | $149K | 0.6% | |
| EMPOWER LIFETIME 2025 INDEX TRUST EMPOWER TRUST COMPANY, LLC · EIN 84-1455663 / PN 028 | Common Collective Trust | — | — | $133K | 0.6% | |
| DFA REAL ESTATE SECURITIES I Mutual Fund | — | — | — | $130K | 0.5% | |
| AMERICAN FUNDS CAPITAL WORLD BOND R6 Mutual Fund | — | — | — | $79K | 0.3% | |
| EMPOWER LIFETIME 2015 INDEX TRUST EMPOWER TRUST COMPANY, LLC · EIN 84-1455663 / PN 026 | Common Collective Trust | — | — | $68K | 0.3% | |
| MID CAP GROWTH FUND FEE CLASS R1 GREAT GRAY · EIN 38-4126247 / PN 549 | Common Collective Trust | — | — | $0 | <0.1% |