Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
FLORIDA TRUST WEALTH MANAGEMENT
EIN 65-1046994Finance and InsuranceLatest filing 2025
Plans
2
Retirement
2
$21.9M assets
Welfare
0
Participants
150
PO BOX 60559 - FORT MYERS, FL 33906239-472-8300
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $21.9M assets / 150 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
FLORIDA TRUST WEALTH MANAGEMENT 401(K) PROFIT SHARING PLAN AND TRUST
401k
Assets$12.7M
Participants78
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
SANIBEL CAPTIVA HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$9.2M
Participants72
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | FLORIDA TRUST WEALTH MANAGEMENT 401(K) PROFIT SHARING PLAN AND TRUST | 401k | $12.7M | 78 | 2025 | |
| 003 | SANIBEL CAPTIVA HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $9.2M | 72 | 2025 |
Retirement plans