Central Florida Investments, Inc. 401(k) Savings And Retirement Plan
Sponsored by Central Florida Investments, Inc. · EIN 591454503 · Plan #001
- Total assets
- $177M
- Net assets
- $177M
- Active participants
- 5,266
- With balances
- 8,186
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 |
|---|---|---|
| Transamerica Retirement Advisors, Llc CRD 107319 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Retirement Solutions | Claims processing, Recordkeeping, Investment management | $732,197 |
| Withum, Smith & Brown, Pc | Accounting, Direct payment from the plan | $32,136 |
| Groom Law Group | Legal, Direct payment from the plan | $9,241 |
| National Financial Services | Securities brokerage, Securities brokerage commissions | $0 |