Original filing (PDF)20250904092132NAL0033404338001

COUNCIL ON AGING OF MARTIN COUNTY I

Name: COUNCIL ON AGING OF MARTIN COUNTY I — COUNCIL ON AGING OF MARTIN COUNTY 403(B) PLAN, Form 5500 (2024)
Creator: COUNCIL ON AGING OF MARTIN COUNTY I

Form 5500-SF

FILING_RECEIVED

COUNCIL ON AGING OF MARTIN COUNTY 403(B) PLAN

403(b) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$579K

Net assets (EOY)

$579K

Plan health score

Above-average plan

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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (20th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for COUNCIL ON AGING OF MARTIN COUNTY I.

Plan sponsor

Name

COUNCIL ON AGING OF MARTIN COUNTY I

EIN

52-1007762

Address

900 SE SALERNO RD · STUART, FL · 34997

Phone

(772) 223-7838

Industry

Health Care & Social Assistancesee all

Plan administrator