Back to filter
Original filing (PDF)20251013131031NAL0000635059001
BBX CAPITAL, INC.
Form 5500
FILING_RECEIVED
BBX CAPITAL, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
119
Accounts w/ balance
344
Plan assets (EOY)
$33.6M
Net assets (EOY)
$33.6M
How this plan invests
This plan
21 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 BBX CAPITAL, INC..
Plan sponsor
Name
BBX CAPITAL, INC.
EIN
82-4669146
Address
201 EAST LAS OLAS BLVD · SUITE 1900 · FORT LAUDERDALE, FL · 33301
Phone
(954) 940-4000
Industry
Finance & Insurancesee 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
2025-10-13
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
FORVIS MAZARS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES,INC | 34-1479833 | — | NONE | $77K | — |
Investments
21 direct securities· $33.6M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Charles Schwab ETF - US Large Cap (SCHX) | — | — | — | $5.7M | 16.8% | |
| Charles Schwab ETF - US Aggregate Bond (SCHZ) | — | — | — | $5.1M | 15.1% | |
| Charles Schwab ETF - US Large Cap Growth (SCHG) | — | — | — | $3.8M | 11.2% | |
| Charles Schwab ETF - International Equity (SCHF) | — | — | — | $3.4M | 10.0% | |
| Vanguard ETF - Short-Term Infl-Prot Secs (VTIP) | — | — | — | $3.0M | 8.8% | |
| Vanguard ETF - Short-Term Bond Fund (BSV) | — | — | — | $2.6M | 7.8% | |
| Charles Schwab ETF - US Large Cap Value (SCHV) | — | — | — | $2.1M | 6.1% | |
| Vanguard ETF - Em Mkts Stk Idx (VWO) | — | — | — | $1.6M | 4.8% | |
| Charles Schwab Bank Money Market Deposit Account | — | — | — | $1.4M | 4.1% | |
| Vanguard ETF - REIT Index (VNQ) | — | — | — | $1.2M | 3.5% | |
| Charles Schwab ETF - US Small Cap (SCHA) | — | — | — | $1.2M | 3.5% | |
| Vanguard ETF - Mid-Cap (VO) | — | — | — | $1.1M | 3.1% | |
| Charles Schwab ETF - S-T US Treasury (SCHO) | — | — | — | $387K | 1.2% | |
| iShares ETF - Russell 2000 Value (IWN) | — | — | — | $287K | 0.9% | |
| iShares ETF - MSCI EAFE Small-Cap (SCZ) | — | — | — | $237K | 0.7% | |
| Vanguard ETF - Mid-Cap Growth (VOT) | — | — | — | $202K | 0.6% | |
| Notes Receivable from Participants Interest rates 5.75% - 9.50% | — | — | — | $175K | 0.5% | |
| Vanguard ETF - Mid-Cap Value (VOE) | — | — | — | $173K | 0.5% | |
| iShares ETF - Russell 2000 Growth (IWO) | — | — | — | $104K | 0.3% | |
| Aberdeen ETF - Std Gld Shr (SGOL) | — | — | — | $92K | 0.3% | |
| Aberdeen ETF - Std Silver Shr (SIVR) | — | — | — | $69K | 0.2% |
Related plans
Other plans using SCHWAB RETIREMENT PLAN SERVICES,INC
SOUTHWEST AIRLINES COMPANY
SOUTHWEST AIRLINES PILOTS RETIREMENT SAVINGS PLAN
$11.6B · 11,679 participants
THE CHARLES SCHWAB CORPORATION
SCHWABPLAN RETIREMENT SAVINGS AND INVESTMENT PLAN
$8.9B · 32,145 participants
HUMANA INC.
HUMANA RETIREMENT SAVINGS PLAN
$7.7B · 42,968 participants
HDR, INC.
HDR, INC. BEST PLAN AND ESOP
$7.7B · 12,137 participants
SOUTHERN CALIFORNIA PERMANENTE MEDICAL GROUP
THE 401(K) PLAN FOR PERMANENTE MEDICAL GROUPS
$6.5B · 18,579 participants
LATHAM & WATKINS LLP
LATHAM & WATKINS 401(K) SAVINGS AND PROFIT SHARING PLAN
$3.1B · 4,864 participants
Similar-size Finance & Insurance plans
CORNERSTONE BANK
CORNERSTONE BANK 401(K) PLAN
$33.4M · 174 participants
HOME FEDERAL SAVINGS BANK
HOME FEDERAL SAVINGS BANK 401(K) RETIREMENT PLAN
$33.3M · 30 participants
FULTON SAVINGS BANK
RETIREMENT PLAN OF FULTON SAVINGS BANK
$33.2M · 53 participants
THE LOWELL FIVE CENT SAVINGS BANK
SBERA 401(K) PLAN AS ADOPTED BY THE LOWELL FIVE CENT SAVINGS BANK
$34.3M · 190 participants
COLONY BANKCORP, INC.
COLONY BANKCORP, INC. 401(K) PLAN
$34.3M · 483 participants
SECURITY NATIONAL BANK
SECURITY NATIONAL BANK OF OMAHA THRIFT SAVINGS PLAN
$32.7M · 238 participants
Large plans in Florida
L3HARRIS TECHNOLOGIES, INC.
L3HARRIS RETIREMENT SAVINGS PLAN
$16.3B · 41,945 participants
L3HARRIS TECHNOLOGIES, INC.
L3HARRIS RETIREMENT SAVINGS PLAN MASTER TRUST
$16.2B
PUBLIX SUPER MARKETS, INC.
PUBLIX SUPER MARKETS, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST
$14.3B · 156,344 participants
PWC US GROUP LLP
SAVINGS PLAN FOR EMPLOYEES AND PARTNERS OF PWC
$13.2B · 49,697 participants
ADP TOTALSOURCE GROUP, INC.
ADP TOTALSOURCE RETIREMENT SAVINGS PLAN
$9.2B · 299,514 participants
PRICEWATERHOUSECOOPERS LLP
SAVINGS PLAN FOR EMPLOYEES AND PARTNERS OF PRICEWATERCOOPERS LLP
$9.1B · 50,893 participants