Original filing (PDF)20240619031411NAL0002449187001

FROST FOUNDATION

Name: FROST FOUNDATION — FROST FOUNDATION 403(B) PLAN, Form 5500 (2023)
Creator: FROST FOUNDATION

Form 5500-SF

FILING_RECEIVED

FROST FOUNDATION 403(B) PLAN

403(b) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$747K

Net assets (EOY)

$747K

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 FROST FOUNDATION.

Plan sponsor

Name

FROST FOUNDATION

EIN

27-0952789

Address

5095 NAPILIHAU ST · STE 190B-119 · LAHAINA, HI · 96761

Phone

(415) 761-0141

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

2023-01-01

Tax period

2023-12-31

Filed

2024-06-19

Pension benefit codes

2E · Profit-sharing

2L · 403(b)(1) annuity

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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