Plans listing this provider
27
0.05% of the 56,420 plans with Schedule H financials; 21 in 2023
Providers › Florida Retirement Consultants
Florida Retirement Consultants
- Service provider, as named on Schedule C
- Plan year 2024
- Direct compensation reported $642,602
Assets of those plans
$557,509,839
0.01% of all Schedule H plan assets
Plans where it is the recordkeeper
3
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$642,602
100% of its Schedule C lines carry a positive direct amount
Direct compensation is Schedule C line 2(d), paid by the plan. Indirect compensation (revenue sharing and similar) is a flag on the filing and is not included in these amounts. A provider's name is spelled as filed; the same firm can appear under several spellings.
Services reported
| Service code | Meaning | Plans |
|---|---|---|
| 13 | Contract administrator | 24 |
| 37 | Participant loan processing | 5 |
| 64 | Recordkeeping fees | 3 |
| 15 | Recordkeeping and information management | 3 |
| 12 | Claims processing | 2 |
| 49 | Other services | 1 |
| 99 | Other fees | 1 |
| 50 | Direct payment from the plan | 1 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| LCM Investments Holdings II, LLC 401(k) Plan | LCM Investments Holdings II | $118,515,391 | 7,377 | $332,024 |
| Onesource Business Solutions, LLC Retirement Savings Plan | Onesource Business Solutions | $48,091,118 | 582 | $36,409 |
| Florida Pediatric Associates 401(k) Profit Sharing Plan | Florida Pediatric Associates | $47,662,074 | 328 | $10,304 |
| The de Moya Group, Inc. Profit Sharing Plan & Trust | de Moya Group | $44,391,439 | 380 | $8,525 |
| Heritage Insurance Holdings, Inc. Retirement Savings Plan | Heritage Insurance Holdings | $36,283,994 | 680 | $29,728 |
| Valet Living, LLC 401(k) Profit Sharing Plan | Valet Living | $32,466,236 | 1,378 | $30,779 |
| Novelle Health, LLC 401(k) Retirement Plan | Novelle Health | $29,361,262 | 340 | $9,483 |
| Chadwell Supply, Inc. Retirement Savings Plan | Chadwell Supply | $24,588,450 | 1,357 | $24,040 |
| Fintech 401(k) Savings Plan | Financial Information Technologies | $23,741,915 | 240 | $14,922 |
| On Top of the World Communities, LLC 401(k) Plan | On Top of the World Communities | $16,621,977 | 675 | $21,408 |
| Lighthouse HR Services,llc 401(k) Plan | Lighthouse HR Services | $14,574,247 | 421 | $21,134 |
| Schroeder Manatee Ranch, Inc. 401(k) Plan | Schroeder-Manatee Ranch | $13,310,027 | 127 | $5,916 |
| Patel, Greene & Associates, LLC 401(k) Planrecordkeeper | Patel Greene & Associates | $12,442,886 | 156 | $720 |
| High Reach Company, LLC Retirement Savings Plan | High Reach | $9,432,038 | 179 | $12,013 |
| Smile Design Dentistry 401(k) Savings Plan | Smile Design Dentistry of ST. Pete | $9,277,039 | 249 | $3,804 |
| Parks Motors 401(k) Plan | Muirfield Inc. D/B/A Parks Ford of Wesley Chapel | $8,713,854 | 185 | $10,814 |
| Voxtur Analytics US Corp. 401(k) Planrecordkeeper | Voxtur Analytics US | $8,178,890 | 215 | $7,778 |
| ST Petersburg Kennel Club, Incorporated 401(k) Plan | ST Petersburg Kennel Club | $7,885,215 | 156 | $12,149 |
| JL Marine Systems, Inc. 401(k) Plan | JL Marine Systems | $7,466,169 | 183 | $2,695 |
| Albertelli Law 401(k) Planrecordkeeper | Albertelli Law | $7,335,984 | 218 | $8,619 |
| Belleair Country Club 401(k) Plan | Belleview Biltmore Country Club | $7,322,220 | 136 | $2,685 |
| Tampa Bay Downs 401(k) Savings Plan | Tampa Bay Downs | $7,315,946 | 143 | $2,175 |
| Staff Source Employment 401(k) Plan | Staff Source Employment | $7,259,734 | 191 | $3,144 |
| Bay Area Pools and Spas, LLC DBA Pool Troopers 401(k) Profit Sharing Plan | Bay Area Pools and Spas LLC DBA Pool Troopers | $7,071,408 | 289 | $3,150 |
| Conditioned Air Company of Naples, LLC 401(k) Plan | Conditioned Air Company of Naples | $4,948,622 | 126 | $7,931 |
Form 5500 Schedule C Part I line 2, plan year 2024, plans with Schedule H financials and a 401(k) feature. Provider identity: Schedule C EIN where given, else the normalized name.