· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
BRADENTON AREA ECONOMIC DEVELOPMENT CORPORATION — SPTCO MEP 401K FOR BRADENTON AREA ECONOMIC DEVELOPMENT CORP, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250423111712NAL0009744352001
BRADENTON AREA ECONOMIC DEVELOPMENT CORPORATION
Form 5500-SF
FILING_RECEIVED
SPTCO MEP 401K FOR BRADENTON AREA ECONOMIC DEVELOPMENT CORP
401(k) retirement plan
Active participants
4
Accounts w/ balance
5
Plan assets (EOY)
$375K
Net assets (EOY)
$375K
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
BRADENTON AREA ECONOMIC DEVELOPMENT CORPORATION
.
Find decision makers
Plan sponsor
Name
BRADENTON AREA ECONOMIC DEVELOPMENT CORPORATION
EIN
45-4006592
Address
SCF,26 WEST CENTER · 5840 26TH STREET, W. · BRADENTON, FL · 34207
Phone
(941) 803-9031
Industry
Other Services (ex. Public Admin)
see all
Plan administrator
Name
SARASOTA PRIVATE TRUST COMPANY
EIN
83-2680596
City
SARASOTA, FL
Phone
(941) 328-1377
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-04-23
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Other Services (ex. Public Admin) plans
PRIVATE EDUCATION EMPLOYERS' TRUST
PRIVATE EDUCATION EMPLOYERS' TRUST WELFARE BENEFIT PLAN
$375K · 987 participants
NATIONAL CONFERENCE ON SOVIET JEWRY
NCSJ TAX SHELTERED ANNUITY PLAN
$375K · 1 participants
ADVOCATES FOR COMMUNITY HEALTH
ADVOCATES FOR COMMUNITY HEALTH 403(B) PLAN
$375K · 7 participants
CONGREGATION KOL EMET
CONGREGATION KOL EMET 403(B) PLAN
$375K · 1 participants
ALBANY JEWISH COMMUNITY CENTER, INC.
SIDNEY ALBERT ALBANY JEWISH COMMUNITY CENTER, INC. 401(K) PLAN
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$375K · 54 participants
FOUNDATION FOR WOMEN AND GIRLS WITH BLOOD DISORDERS, INC.
403(B) THRIFT PLAN FOR EMPLOYEES OF FOUNDATION FOR WOMEN AND GIRLS WITH BLOOD DISORDERS, INC.
$375K · 4 participants
Large plans in Florida
L3HARRIS TECHNOLOGIES, INC.
L3HARRIS RETIREMENT SAVINGS PLAN
$16.3B · 41,945 participants
L3HARRIS TECHNOLOGIES, INC.
L3HARRIS RETIREMENT SAVINGS PLAN MASTER TRUST
$16.2B
PUBLIX SUPER MARKETS, INC.
PUBLIX SUPER MARKETS, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST
$14.3B · 156,344 participants
PWC US GROUP LLP
SAVINGS PLAN FOR EMPLOYEES AND PARTNERS OF PWC
$13.2B · 49,697 participants
ADP TOTALSOURCE GROUP, INC.
ADP TOTALSOURCE RETIREMENT SAVINGS PLAN
$9.2B · 299,514 participants
PRICEWATERHOUSECOOPERS LLP
SAVINGS PLAN FOR EMPLOYEES AND PARTNERS OF PRICEWATERCOOPERS LLP
$9.1B · 50,893 participants