How big is Florida Trust Wealth Management's plan?

Florida Trust Wealth Management's plan reported $12.7M in assets and 68 participants for 2025.

Original filing (PDF)20260427121314NAL0004836163001

Florida Trust Wealth Management

Name: Florida Trust Wealth Management — Florida Trust, Form 5500 (2025)
Creator: Florida Trust Wealth Management
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Florida Trust Wealth Management 401(k) Profit Sharing Plan and Trust

401(k) retirement plan · Florida Trust Wealth Management's Florida Trust Wealth Management 401(k) Profit Sharing Plan and Trust held $12.7M in plan assets for 68 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$12.7M

Net assets (EOY)

$12.7M

People on this filing

LORI Mobley signed Florida Trust Wealth Management's 2025 Form 5500 as plan administrator.

LORI Mobley — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Florida Trust Wealth Management's EIN is 65-1046994.

EIN 65-1046994

Plan number 002

Plan year 2025

ACK ID 20260427121314NAL0004836163001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Florida Trust Wealth Management from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Florida Trust Wealth Management's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for FLORIDA TRUST WEALTH MANAGEMENT.

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Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score