Providers › Recordkeeping and administration
Service provider · Schedule C, plan year 2024
Florida Retirement Consultants
Most often reported for recordkeeping and administration
Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances. Schedule C lists only providers a plan paid $5,000 or more, and is filed only by plans with 100 or more participants.
For plan year 2024, 36 retirement plans with 100 or more participants reported paying Florida Retirement Consultants $5,000 or more. Those plans cover 34,902 participant records, and the service most often reported is recordkeeping and administration.
Reported compensation from those plans, direct and indirect, totalled $872K. Per plan, the median was $30.56 per participant, with the middle half of plans between $12.37 and $41.12. These are amounts plans reported paying this organisation, not a price list: they depend on which services each plan buys and on how much is paid through fund expenses instead.
Its client plans are most numerous in Florida (34) and Georgia (2).
In 2022 it appeared on 32 such filings; in 2024, 36. Yearly counts include every filing that names it, so they can run slightly above the number of plans with pages here, and name or EIN changes after mergers can break the series.
Reported compensation per plan
| Across this provider's plans | 25th percentile | Median | 75th percentile |
|---|---|---|---|
| Compensation per participant | $12.37 | $30.56 | $41.12 |
| Compensation as a share of plan net assets | 0.04% | 0.08% | 0.12% |
What each plan reported paying this organisation, not the plan's total cost. For reference, the median US defined contribution plan reported $123 per participant to all Schedule C providers combined.
Plans served by year
Matched by employer identification number. A merger or a change of filing entity starts a new series, so a drop to zero is not a loss of clients by itself.
By state
By plan size
Services reported
Largest plans naming this provider
| Plan | Sponsor | State | Participants | Net assets | Reported to this provider |
|---|---|---|---|---|---|
| LCM Investments Holdings II, LLC 401(k) Plan | LCM Investments Holdings II, LLC | FL | 8,095 | $119M | $332K |
| Valet Living, LLC 401(k) Profit Sharing Plan | Valet Living,llc | FL | 6,377 | $32.5M | $31K |
| Eya Tax-Sheltered 403(b) Plan | Eckerd Youth Alternatives, Inc. | FL | 3,270 | $42.4M | $157K |
| Sports Facilities Companies, LLC 401(k) Retirement Plan | Sports Facilities Companies, LLC | FL | 2,649 | $4.2M | $1,739 |
| Chadwell Supply, Inc. Retirement Savings Plan | Chadwell Supply, Inc. | FL | 2,560 | $24.1M | $24K |
| Onesource Business Solutions, LLC Retirement Savings Plan | Onesource Business Solutions, LLC | GA | 982 | $48.1M | $36K |
| Aerodyne Industries LLC 401 K Profit Sharing Plan | Aerodyne Industries LLC | FL | 943 | $70.1M | $9,265 |
| On Top of the World Communities, LLC 401(k) Plan | On Top of the World Communities, LLC | FL | 789 | $16.6M | $21K |
| Bay Area Pools and Spas, LLC DBA Pool Troopers 401(k) Profit Sharing Plan | Bay Area Pools and Spas, LLC DBA Pool Troopers | FL | 714 | $7.1M | $3,150 |
| Heritage Insurance Holdings, Inc. Retirement Savings Plan | Heritage Insurance Holdings, Inc. | FL | 688 | $36.3M | $30K |
| Smile Design Dentistry 401(k) Savings Plan | Smile Design Dentistry of St. Pete, LLC | FL | 575 | $9.3M | $5,234 |
| Mid Florida Community Services, Inc. 403(b) | Mid Florida Community Services, Inc. 403(b) Thrift Plan | FL | 543 | $10.2M | $11K |
| Artis Naples, Inc. Retirement Plan | Artis Naples, Inc. | FL | 491 | $37.8M | $13K |
| Cherrylake's 401(k) Plan | I.M.G. Enterprise Inc. | FL | 461 | $7.1M | $6,095 |
| Lighthouse HR Services,llc 401(k) Plan | Lighthouse HR Services, LLC | FL | 441 | $14.6M | $21K |
| Staff Source Employment 401(k) Plan | Staff Source Employment, LLC | GA | 386 | $7.3M | $3,144 |
| The de Moya Group, Inc. Profit Sharing Plan & Trust | The de Moya Group, Inc. | FL | 380 | $44.4M | $8,525 |
| Novelle Health, LLC 401(k) Retirement Plan | Novelle Health, LLC | FL | 356 | $29.4M | $9,483 |
| Florida Pediatric Associates 401(k) Profit Sharing Plan | Florida Pediatric Associates, LLC | FL | 328 | $47.7M | $10K |
| ST Petersburg Kennel Club, Incorporated 401(k) Plan | ST Petersburg Kennel Club, Inc. | FL | 318 | $7.9M | $12K |
| DDS Lab, LLC 401(k) Profit Sharing Plan | DDS Lab, LLC | FL | 316 | $3.3M | $6,932 |
| Fintech 401(k) Savings Plan | Financial Information Technologies, LLC | FL | 287 | $23.7M | $15K |
| The Cove Behavioral Health, Inc. Retirement Plan | Cove Behavioral Health, Inc. | FL | 280 | $4.6M | $20K |
| Tampa Bay Downs 401(k) Savings Plan | Tampa Bay Downs | FL | 274 | $7.3M | $2,175 |
| Conditioned Air Company of Naples, LLC 401(k) Plan | Conditioned Air Company of Naples, LLC | FL | 267 | $4.9M | $7,931 |
| Parks Motors 401(k) Plan | Muirfield Inc. d/b/a Parks Ford of Wesley Chapel | FL | 261 | $8.7M | $11K |
| Albertelli Law 401(k) Plan | Albertelli Law | FL | 246 | $7.3M | $8,619 |
| Short Block Technologies Inc. 401(k) Profit Sharing Plan & Trust | Short Block Technologies,inc. | FL | 235 | $13.4M | $8,332 |
| Voxtur Analytics US Corp. 401(k) Plan | Voxtur Analytics US Corp. | FL | 233 | $8.2M | $7,778 |
| JL Marine Systems, Inc. 401(k) Plan | JL Marine Systems, Inc. | FL | 188 | $7.5M | $2,695 |
| HMC Hospitality Group 401(k) Plan | HMC Hospitality Group, Inc. | FL | 187 | $7.7M | $6,514 |
| High Reach Company, LLC Retirement Savings Plan | High Reach Company, LLC | FL | 180 | $9.4M | $12K |
| Patel, Greene & Associates, LLC 401(k) Plan | Patel, Greene & Associates, LLC | FL | 177 | $12.4M | $720 |
| Belleair Country Club 401(k) Plan | Belleview Biltmore Country Club Corp. | FL | 177 | $7.3M | $5,808 |
| Schroeder Manatee Ranch, Inc. 401(k) Plan | Schroeder Manatee Ranch, Inc. | FL | 136 | $13.3M | $5,916 |
| Hawkins Construction, Inc. 401(k) Profit Sharing Plan | Hawkins Construction, Inc. | FL | 112 | $9.7M | $5,355 |
Questions and answers
How many plans does Florida Retirement Consultants serve?
36 plans with 100 or more participants named it on Schedule C for plan year 2024. Plans that paid it under $5,000, small plans that file Form 5500-SF, and plans whose filings spell its name without an EIN under a different form are not counted.
What do plans pay Florida Retirement Consultants?
The median plan reported $30.56 per participant in direct and indirect compensation (36 plans reporting an amount), or 0.08% of plan net assets. Eligible indirect compensation disclosed to the plan by formula is not reported as a dollar amount, so many filings understate what a provider receives.
What services are reported?
The service codes most often attached to it are Contract Administrator (31 plans), Participant loan processing (7 plans), Recordkeeping and information management (5 plans) and Other services (2 plans).
Where does this come from?
Schedule C of Form 5500, Part I line 2, from the EBSA research files with filings received through 24 Aug 2026. Individuals named on Schedule C are excluded from this site.
Provenance
Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, Schedule C Part I line 2, public domain, with filings received through 24 Aug 2026. Rows are grouped by the provider's EIN as entered by each plan; rows without an EIN join the EIN most often filed under the same name. Providers named on fewer than 25 plans have no page. See the methodology and corrections.