Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
OLDE FLORIDA BENEFITS GROUP, INC.
EIN 65-1095889insuranceLatest filing 2025
Plans
2
Retirement
2
$1.2M assets
Welfare
0
Participants
10
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.2M assets / 10 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
OLDE FLORIDA BENEFITS GROUP, INC. CASH BALANCE PLAN
CashBalance
Assets$621K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
OLDE FLORIDA BENEFITS GROUP RETIREMENT PLAN
401k
Assets$619K
Participants5
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 | OLDE FLORIDA BENEFITS GROUP, INC. CASH BALANCE PLAN | CashBalance | $621K | 5 | 2025 | |
| 001 | OLDE FLORIDA BENEFITS GROUP RETIREMENT PLAN | 401k | $619K | 5 | 2025 |
Retirement plans