Original filing (PDF)20250722134856NAL0006214258001

WALLACE H COULTER FOUNDATION

Name: WALLACE H COULTER FOUNDATION — WALLACE H. COULTER 403 (B) PLAN, Form 5500 (2024)
Creator: WALLACE H COULTER FOUNDATION

Form 5500-SF

FILING_RECEIVED

WALLACE H. COULTER 403 (B) PLAN

403(b) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$16.0M

Net assets (EOY)

$16.0M

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 WALLACE H COULTER FOUNDATION.

Plan sponsor

Name

WALLACE H COULTER FOUNDATION

EIN

31-1546126

Address

1515 US HIGHWAY 1 STE 202 · SEBASTIAN, FL · 329581612

Phone

(305) 913-3928

Industry

Other Services (ex. Public Admin)see all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-22

Pension benefit codes

2M · 403(b)(7) custodial accounts

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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