QA Exhibit 1 - Plan Assets.pdf
PDF 634 KB Posted
- Attached to
- Social Security Alternative Retirement Income Security Program for Other Personal Service Employees
- Solicitation number
- RFP-06424
- Issued by
- Leon County, Florida
About this file
This document contains information about the State of Florida's Request for Proposal (RFP) for establishing a contract to provide investment, administration, and record keeping services for the alternative retirement income security program (FICA Alternative Program) for eligible temporary, part-time, and seasonal employees of the State. The RFP is being issued by the Department of Financial Services and will be administered through the Vendor Information Portal. The contract term and any renewal options are not specified. The RFP documents provide details on the program requirements, proposal submission, and relevant Florida statutes.
The RFP does not include specific information on pricing terms, set asides, incumbents, funding requirements and sources, or other salient financial details. The document indicates that the submitted proposal must comply with the terms and conditions stated in the RFP, and failure to file a protest or post the required bond may result in waiving proceedings under Chapter 120 of the Florida Statutes.
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Other files
| File | Type | Posted |
|---|---|---|
| 02. Appendix B Questions Template.xlsx | XLSX spreadsheet | |
| 2223-04 RFP TR, FICA Alternative QA.pdf | ||
| QA Exhibit 3 - Transaction Data.pdf | ||
| 01. 2223-04 RFP TR FICA Alternative.pdf | ||
| QA Exhibit 2 - Current FICA Plan Document.pdf |
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Text version
AMERICAN CENT INFL-ADJ BOND $157,123.84
DODGE & COX INCOME FUND $387,548.08
DODGE & COX INTERNATIONAL $459,898.11
DODGE & COX STOCK $730,245.00
FIDELITY CONTRAFUND $2,881,875.65
FIXED ACCOUNT $31,853,715.82
JP MORGAN DISCIPL EQUITY $307,309.25
T ROWE PRICE SPECTRUM INCOME $516,748.32
T. ROWE PRICE MID-CAP GROWTH $612,923.20
T. ROWE PRICE MID-CAP VALUE $883,144.41
T.ROWE PRICE CAP APPREC $1,859,473.75
T.ROWE PRICE NEW HORIZONS $779,012.93
VANGUARD INSTL IDX $2,173,300.69
VANGUARD MIDCAP INDEX $620,481.67
VANGUARD SMALL CAP $434,959.58
VANGUARD TARGET RET 2070 $1,935.32
VANGUARD TARGET RETIRE 2065 $4,421,982.40
VANGUARD TGT RTMT 2020 $2,546,146.79
VANGUARD TGT RTMT 2025 $3,954,519.11
VANGUARD TGT RTMT 2030 $4,506,312.63
VANGUARD TGT RTMT 2035 $4,387,896.00
VANGUARD TGT RTMT 2040 $5,265,562.74
VANGUARD TGT RTMT 2045 $6,042,947.01
VANGUARD TGT RTMT 2050 $6,555,188.57
VANGUARD TGT RTMT 2055 $9,694,847.68
VANGUARD TGT RTMT 2060 $13,273,981.51
VANGUARD TGT RTMT INC $5,682,603.65
VANGUARD TL BD MK IDX ADM $184,435.97
VANGUARD TOT INTL STOCK INST $185,878.08
$111,361,997.76
State of Florida FICA Alternative Plan Assets as of June 30, 2023
Exhibit 1
File details come from the government source that posted it. Updated .