Back to filter
Original filing (PDF)20251002162628NAL0000708257004
EASTER SEALS FLORIDA, INC.
Form 5500
FILING_RECEIVED
EASTER SEALS FLORIDA, INC. 403(B) PLAN
403(b) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
343
Accounts w/ balance
115
Plan assets (EOY)
$3.5M
Net assets (EOY)
$3.5M
Plan health score (directional)
82
/ 100
Grade B
Above-average plan
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
80
Participation health
65
Knocking points off
- No recordkeeper disclosed on Schedule C.
- Only 34% as many balances as active participants — suggests many active employees aren't deferring.
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.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for EASTER SEALS FLORIDA, INC..
Plan sponsor
Name
EASTER SEALS FLORIDA, INC.
EIN
59-0637848
Address
2010 CROSBY WAY · WINTER PARK, FL · 32792
Phone
(407) 629-7881
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-02
Pension benefit codes
2A · Age/service weighted or new comparability
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2M · 403(b)(7) custodial accounts
Audit & trust (Schedule H)
Auditor
SCHAFER, TSCHOPP, WHITCOMB ET AL
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.
Related plans
Similar-size Health Care & Social Assistance plans
NASHUA CHILDRENS HOME
NASHUA CHILDRENS HOME 403(B) PLAN
$3.5M · 72 participants
DISCOVERY LIVING, INC.
DISCOVERY LIVING, INC. 401(K) PLAN
$3.5M · 197 participants
FOSTER ADOPT CONNECT, INC.
FOSTER ADOPT CONNECT EMPLOYEE SAVINGS PLAN
$3.5M · 295 participants
MULTI-SERVICE CENTER
EMPLOYEE BENEFIT PLAN OF MULTI-SERVICE CENTER
$3.5M · 125 participants
SOUTHEASTERN VERMONT COMMUNITY ACTION, INC.
403(B) THRIFT PLAN OF SOUTHEASTERN VERMONT COMMUNITY ACTION, INC.
$3.5M · 105 participants
HONEYMOON ISRAEL FOUNDATION, I
403(B) THRIFT PLAN FOR EMPLOYEES OF HONEYMOON ISRAEL FOUNDATION, INC.
$3.5M · 36 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