Filings through .
Filed March 12, 2001 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RAYMOND JAMES FSA, INC. Service code 26 · EIN 59-2937883 880 CARILLON PARKWAY · ST. PETERSBURG, FL 33716 | Advisory (Participants) | $63,455 |
JULY BUSINESS SERVICES1 year Filed as: JULY BUSINESS SERVICES, LLC Service code 15 · EIN 74-2715820 | Recordkeeping | $29,077 |
3 funds hold $37.6M of the plan's $39.5M. From the 2024 filing. Recordkeeper: Acuff & Associates.
| Fund | Dollars | % of funds% |
|---|---|---|
| Participant-directed investments Registered investment companies Manager not matched · Other | $32.0M | 84.9% |
| Investment income Participant-directed investments Net change in fair value of investments Manager not matched · Other | $4.3M | 11.3% |
| Receivables Dividends Manager not matched · Other | $1.4M | 3.7% |
Covers 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.