AUMdb

Special Olympics Florida, Inc. 401(k) Retirement Plan

Sponsored by Special Olympics Florida, Inc. · EIN 237181560 · Plan #004

Total assets
$5.7M
Net assets
$5.7M
Active participants
100
With balances
156

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
Raymond James & Associates, Inc. CRD 705 fuzzy_auto · 96% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Raymond James & Assoc Investment advisory (participants) $20,416
John Hancock Usa Recordkeeping, Investment management, Shareholder servicing fees $750