Search public Form 5500 filings

Filters & tools • active

Investigation panel

Clear

15 results

Sort:Relevance Latest filing year Largest assets Most participants Highest provider compensation

Filters:State: FL City: BOCA GRANDE Clear all

Companies

companyThe Gasparilla Inn, Inc.
$11.7Mreported plan assets
EIN: 59-0940303Location: FLPlans: 2Participants: 681Latest: 2023
View company financial profile →
companyFriends Of Boca Grande Community Center
$1.1Mreported plan assets
EIN: 59-2818741Location: FLPlans: 1Participants: 8Latest: 2023
View company financial profile →
companyGrande Aire Services Inc
$6Mreported plan assets
EIN: 65-0338612Location: FLPlans: 1Participants: 150Latest: 2023
View company financial profile →

Plans

planThe Gasparilla Inn, Inc. 401k PlanFinancial statementProvider compensation2023 filing
$11.7Mreported assets (EOY)
Sponsor: The Gasparilla Inn, Inc.EIN: 59-0940303Plan: 001Participants: 374Assets: $11,701,902Net assets: $11.7MAssets / participant: $31.3KLocation: Boca Grande, FLLatest: 2023
View financial statement →
planGrande Aire Services Inc 401 K Profit Sharing Plan TrustFinancial statementProvider compensation2023 filing
$6Mreported assets (EOY)
Sponsor: Grande Aire Services IncEIN: 65-0338612Plan: 001Participants: 150Assets: $5,955,549Net assets: $6MAssets / participant: $39.7KLocation: Boca Grande, FLLatest: 2023
View financial statement →
planFriends Of Boca Grande Community Center 403b PlanFinancial statement2023 filing
$1.1Mreported assets (EOY)
Sponsor: Friends Of Boca Grande Community CenterEIN: 59-2818741Plan: 001Participants: 8Assets: $1,055,553Net assets: $1.1MAssets / participant: $131.9KLocation: Boca Grande, FLLatest: 2023
View financial statement →
planGasparilla Inn, Inc. Employee Welfare Benefit Plan2023 filing
Sponsor: Gasparilla Inn, IncEIN: 59-0940303Plan: 501Participants: 307Assets: not reported in the loaded datasetLocation: Boca Grande, FLLatest: 2023
View plan profile →

Service providers

providerFidelity Investments InstitutionalCompensation reported
$1.8Breported compensation
Plans served: 10,547Direct: $1.8BIndirect: $1MLatest: 2023
View provider analytics →
providerPrincipal Life Insurance CompanyCompensation reported
$675.5Mreported compensation
Plans served: 6,446Direct: $673.6MIndirect: $1.9MLatest: 2023
View provider analytics →
providerEmpower Advisory Group, LLCCompensation reported
$125.3Mreported compensation
Plans served: 4,460Direct: $125.3MIndirect: $0Latest: 2023
View provider analytics →
providerEmpower Annuity Insurance Company OCompensation reported
$228.7Mreported compensation
Plans served: 4,130Direct: $228.5MIndirect: $148.7KLatest: 2023
View provider analytics →
providerAdp, Inc.Compensation reported
$97.6Mreported compensation
Plans served: 3,928Direct: $97.6MIndirect: $458Latest: 2023
View provider analytics →
providerStrategic Advisors, Inc.Compensation reported
$247.8Mreported compensation
Plans served: 3,218Direct: $247.8MIndirect: $14.8KLatest: 2023
View provider analytics →
providerEmpower Annuity Insurance CompanyCompensation reported
$186.9Mreported compensation
Plans served: 2,872Direct: $186.8MIndirect: $54.2KLatest: 2023
View provider analytics →
providerThe Vanguard Group, Inc.Compensation reported
$187Mreported compensation
Plans served: 2,549Direct: $186.9MIndirect: $33.3KLatest: 2023
View provider analytics →