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FRS Investment Plan Profile
| Official Plan Name | Florida Retirement System Investment Plan |
| Common Plan Name | FRS Investment Plan |
| Type of Plan | Defined contribution retirement plan qualified under Section 401(a) of the Internal Revenue Code |
| Federal Employer Identification Number | 59-6001872 |
| Plan Number | 002 |
| Plan Sponsor | State Board of Administration of Florida (SBA). The SBA is charged with establishing and administering this Plan. |
| Plan Trustees | Executive Director, State Board of Administration of Florida, representing the Governor, the Chief Financial Officer, and the Attorney General as the Trustees of the Board. Executive Director State Board of Administration of Florida 1801 Hermitage Blvd., Suite 100 Tallahassee, Florida 32308-7743 Trustees of the Board The Capitol Tallahassee, Florida 32399 |
| Plan documents are the Florida Statutes and the rules of the State Board of Administration establishing the Plan | Chapter 121, Florida Statutes (F.S.), and the rules of the State Board of Administration of Florida (SBA) in Chapter 19, Florida Administrative Code (F.A.C.) |
| Source of Benefit Payments | All benefits payable under the Investment Plan shall be paid solely from the member’s individual retirement account within the Florida Retirement System Investment Plan Trust Fund. |
| Agent for Service of Legal Process | Executive Director, State Board of Administration of Florida, 1801 Hermitage Blvd., Suite 100, Tallahassee, Florida 32308-7743 |
| Name of Plan Administrator | Alight Solutions, FRS Investment Plan Administrator, P.O. Box 785027, Orlando, Florida 32878-5027; toll-free telephone number: 1-866-446-9377, Option 4 (Telecommunications Relay Service [TRS] 711) |
| Plan Effective Date | The Plan became effective July 1, 2000, although the first members in the Plan were effective July 1, 2002. |
| Name of Employer | FRS employing agency |
| Plan Year | July 1 through June 30 |
| Plan Year — Limit Monitoring | January 1 through December 31 |
| Employee Assistance Line: MyFRS Financial Guidance Line | 1-866-446-9377 TRS 711 Representatives are available 8:00 a.m. – 6:00 p.m. ET, Monday – Friday (except holidays). Option 1: Speak with experienced EY financial planners about making an initial or 2nd Election, or get assistance with your MyFRS.com PIN or with other information available on MyFRS.com. Option 2: Speak with experienced EY financial planners about any issue you think is important to your financial future. Option 3: Speak with the Division of Retirement about your Pension Plan account. Option 4: Speak with the Investment Plan Administrator about your Investment Plan account. |
| Internet Address | MyFRS.com |
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