Original filing (PDF)20241121142420NAL0001319394001

A.D. HENDERSON FOUNDATION, INC

Name: A.D. HENDERSON FOUNDATION, INC — A.D. HENDERSON FOUNDATION, INC 401(K) PLAN, Form 5500 (2023)
Creator: A.D. HENDERSON FOUNDATION, INC

Form 5500-SF

FILING_RECEIVED

A.D. HENDERSON FOUNDATION, INC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.7M

Net assets (EOY)

$2.7M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for A.D. HENDERSON FOUNDATION, INC.

Plan sponsor

Name

A.D. HENDERSON FOUNDATION, INC

EIN

23-7047045

Address

515 EAST LAS OLAS BOULEVARD · SUITE 930 · FORT LAUDERDALE, FL · 33301

Phone

(954) 764-2819

Industry

Other Services (ex. Public Admin)see all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-10-01

Tax period

2024-09-30

Filed

2024-11-21

Pension benefit codes

2E · Profit-sharing

3D · Pre-approved plan (master / prototype / VS)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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