Central Florida Investments 401(k) match, vesting and fees
What Central Florida Investments' 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Transamerica Retirement Solutions | Schedule C ↗ |
| Independent auditor | Withum, Smith & Brown, PC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 15 defined-contribution plans in real estate and rental and leasing with 5,000 to 9,999 participants.
| Central Florida Investments: employer contribution per participant | $844 | |
| Peer median | $1,849 |
| Central Florida Investments: average balance | $21,605 | |
| Peer median | $61,541 |
| Central Florida Investments: admin expenses ÷ assets | 0.46% | |
| Peer median | 0.12% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $162M at the end of plan year 2023 to $177M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 8,418 | $177M | $6.9M | $844 | 0.46% | Not published | Form 5500 ↗ |
| 2023 | 8,218 | $162M | $10.8M | $1,357 | 0.51% | Not published | Form 5500 ↗ |
Common questions
Does Central Florida Investments match 401(k) contributions?
The match terms for the Central Florida Investments, Inc. 401(k) Savings and Retirement Plan have not been published from its filing yet. The plan year 2024 filing reports $6.9M in employer contributions, about $844 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Central Florida Investments 401(k) match vested?
The vesting schedule for the Central Florida Investments, Inc. 401(k) Savings and Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Central Florida Investments 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Transamerica Retirement Solutions. The plan administrator is Central Florida Investments, Inc..
I left Central Florida Investments. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Central Florida Investments, Inc., (407) 355-1312) or the recordkeeper, Transamerica Retirement Solutions. The Central Florida Investments old 401(k) page lists the contacts from every plan filing. Find an old Central Florida Investments 401(k)
Data from the public Form 5500 annual reports Central Florida Investments filed with the U.S. Department of Labor (plan years 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Central Florida Investments. Not financial advice. Report a correction · Methodology