One Florida Bank 401(k) Plan
Sponsored by One Florida Bank · EIN 010914314 · Plan #001 · Orlando, FL
- Total assets
- $11.2M
- Net assets
- $11.2M
- Active participants
- 168
- With balances
- 178
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Certified Advisory Corp CRD 120990 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Certified Advisory Corp | Investment advisory (plan) | $11,419 |
| Certified Benefits Corp | Contract administrator, Recordkeeping, Consulting (general) | $7,292 |