Search public Form 5500 filings

Filters & tools • active

Investigation panel

Clear

12 results

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

Filters:State: FL City: MIDDLETON Clear all

Companies

companyHolding Company Of The Villages, Inc.
$87.3Mreported plan assets
EIN: 20-4647993Location: FLPlans: 1Participants: 4,503Latest: 2023
View company financial profile →
companyThe Villages Charter School, Inc.
$27.5Mreported plan assets
EIN: 59-3597803Location: FLPlans: 1Participants: 606Latest: 2023
View company financial profile →

Plans

planHolding Company Of The Villages, Inc. Employees Savings PlanFinancial statementProvider compensation2023 filing
$87.3Mreported assets (EOY)
Sponsor: Holding Company Of The Villages, Inc.EIN: 20-4647993Plan: 001Participants: 4,503Assets: $87,285,080Net assets: $87.3MAssets / participant: $19.4KLocation: Middleton, FLLatest: 2023
View financial statement →
planThe Villages Charter School, Inc. Employees Savings PlanFinancial statementProvider compensation2023 filing
$27.5Mreported assets (EOY)
Sponsor: The Villages Charter School, Inc.EIN: 59-3597803Plan: 001Participants: 606Assets: $27,512,409Net assets: $27.5MAssets / participant: $45.4KLocation: Middleton, FLLatest: 2023
View financial statement →

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 →