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Plans

  • planFinastra Usa Salary Savings 401(K) PlanFinancial statementProvider compensation2023 filing
    $398.2Mreported assets (EOY)
    Sponsor: Finastra Usa CorporationEIN: 59-3760087Plan: 001Participants: 2,428Assets: $398,187,252Net assets: $398.2MAssets / participant: $164KLocation: Lake Mary, FLLatest: 2023
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  • planCentralsquare Technologies 401(K) PlanFinancial statementProvider compensation2023 filing
    $157.5Mreported assets (EOY)
    Sponsor: Centralsquare Technologies, LLCEIN: 83-1102137Plan: 001Participants: 2,047Assets: $157,474,752Net assets: $157.5MAssets / participant: $76.9KLocation: Lake Mary, FLLatest: 2023
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  • planQualus 401(K) PlanFinancial statementProvider compensation2023 filing
    $73.5Mreported assets (EOY)
    Sponsor: Qualus CorpEIN: 47-3819128Plan: 002Participants: 1,042Assets: $73,536,258Net assets: $73.5MAssets / participant: $70.6KLocation: Lake Mary, FLLatest: 2023
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  • planFaro 401(K) PlanFinancial statementProvider compensation2023 filing
    $64.8Mreported assets (EOY)
    Sponsor: Faro Technologies, Inc.EIN: 59-3157093Plan: 001Participants: 768Assets: $64,769,444Net assets: $64.8MAssets / participant: $84.3KLocation: Lake Mary, FLLatest: 2023
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  • planFrontline Insurance Managers 401(K) PlanFinancial statementProvider compensation2023 filing
    $58.7Mreported assets (EOY)
    Sponsor: Frontline Insurance Managers, Inc.EIN: 13-3963337Plan: 001Participants: 540Assets: $58,686,761Net assets: $58.7MAssets / participant: $108.7KLocation: Lake Mary, FLLatest: 2023
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  • planAddition Financial Credit Union 401(K) Profit Sharing PlanFinancial statementProvider compensation2023 filing
    $44.7Mreported assets (EOY)
    Sponsor: Addition Financial Credit Union Dba Addition FinancialEIN: 59-0678236Plan: 001Participants: 670Assets: $44,714,772Net assets: $44.7MAssets / participant: $66.7KLocation: Lake Mary, FLLatest: 2023
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  • planInstitute Of Internal Auditors 401(K) PlanFinancial statementProvider compensation2023 filing
    $34.7Mreported assets (EOY)
    Sponsor: Institute Of Internal AuditorsEIN: 13-5532538Plan: 001Participants: 319Assets: $34,655,634Net assets: $34.7MAssets / participant: $108.6KLocation: Lake Mary, FLLatest: 2023
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  • planAccesso 401(K) Retirement PlanFinancial statementProvider compensation2023 filing
    $31.2Mreported assets (EOY)
    Sponsor: Accesso, LLCEIN: 26-2981860Plan: 001Participants: 550Assets: $31,204,778Net assets: $31.2MAssets / participant: $56.7KLocation: Lake Mary, FLLatest: 2023
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