How big is David A. Straz, Jr. Foundation's plan?

David A. Straz, Jr. Foundation's plan reported $223K in assets and 6 participants for 2025.

Original filing (PDF)20260430221046NAL0000716290054

David A. Straz, Jr. Foundation

Name: David A. Straz, Jr. Foundation — David A. Straz, Jr., Form 5500 (2025)
Creator: David A. Straz, Jr. Foundation
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

David A. Straz, Jr. Foundation 401(k) Plan

401(k) retirement plan · David A. Straz, Jr. Foundation's David A. Straz, Jr. Foundation 401(k) Plan held $223K in plan assets for 6 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$223K

Net assets (EOY)

$223K

Plan identifiers

David A. Straz, Jr. Foundation's EIN is 39-1776211.

EIN 39-1776211

Plan number 002

Plan year 2025

ACK ID 20260430221046NAL0000716290054

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for David A. Straz, Jr. Foundation from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

David A. Straz, Jr. Foundation's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for DAVID A. STRAZ, JR. FOUNDATION.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score