Original filing (PDF)20250924083417NAL0008999203001

POLK COUNTY SHELTERED WORKSHOP, INC.

Name: POLK COUNTY SHELTERED WORKSHOP, INC. — POLK COUNTY SHELTERED WORKSHOP, INC. 403(B) PLAN, Form 5500 (2024)
Creator: POLK COUNTY SHELTERED WORKSHOP, INC.

Form 5500-SF

FILING_RECEIVED

POLK COUNTY SHELTERED WORKSHOP, INC. 403(B) PLAN

403(b) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$679K

Net assets (EOY)

$679K

Plan health score

/ 100

Grade B

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for POLK COUNTY SHELTERED WORKSHOP, INC..

Plan sponsor

Name

POLK COUNTY SHELTERED WORKSHOP, INC.

EIN