Original filing (PDF)20260114104344NAL0015706193001

SOUTH FLORIDA PBS, INC

Name: SOUTH FLORIDA PBS, INC — SOUTH FLORIDA PBS, INC. RETIREMENT PLAN, Form 5500 (2024)
Creator: SOUTH FLORIDA PBS, INC

Form 5500

FILING_RECEIVED

SOUTH FLORIDA PBS, INC. RETIREMENT PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$14.4M

Net assets (EOY)

$14.4M

How this plan invests

This plan

13 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)

/ 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

100

Total plan cost

100

Vendor stack

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SOUTH FLORIDA PBS, INC.

Plan sponsor

Name

SOUTH FLORIDA PBS, INC

EIN

59-0737868

Address

3401 S CONGRESS AVENUE · BOYNTON BEACH, FL · 33426

Phone

(305) 949-8321

Industry

Information / Tech / Mediasee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-03-31

Tax period

2025-03-30

Filed

2026-01-14

Pension benefit codes

1A · Pay-related DB formula

1I · Frozen plan — no new benefit accrual

Audit & trust (Schedule H)

Auditor

CITRIN COOPERMAN & COMPANY, LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

1 rows

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
RELIANCE TRUST COMPANY	—	ATLANTA, GA	INVESTMENT ADVISORY PLAN	$30K	—

Investments

13 direct securities· $14.4M(100% of reported assets)

Investment	Type	Shares / units	Cost	Current value	% of plan
Fidelity 500 Index Fund Mutual Fund	—	—	$1.7M	$2.9M	20.0%
PIMCO Income Fund Institutional Fund Mutual Fund	—	—	$2.4M	$2.2M	15.0%
Vanguard Short Term Bond Index Admiral Mutual Fund	—	—	$2.2M	$2.1M	14.6%
Vanguard Equity Income Admiral Fund Mutual Fund	—	—	$1.5M	$1.6M

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