Original filing (PDF)20240423103344NAL0020467250001

FAMILY FOUNDATIONS OF NORTHEAST FLORIDA, INC. DBA FAMILY FOUNDATIONS

Name: FAMILY FOUNDATIONS OF NORTHEAST FLORIDA, INC. DBA FAMILY FOUNDATIONS — FAMILY FOUNDATIONS 401(K) PLAN, Form 5500 (2023)
Creator: FAMILY FOUNDATIONS OF NORTHEAST FLORIDA, INC. DBA FAMILY FOUNDATIONS

Form 5500-SF

FILING_RECEIVED

FAMILY FOUNDATIONS 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$364K

Net assets (EOY)

$364K

Plan health score

Top-tier plan health

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 (22nd 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 FAMILY FOUNDATIONS OF NORTHEAST FLORIDA, INC. DBA FAMILY FOUNDATIONS.

Plan sponsor

Name

FAMILY FOUNDATIONS OF NORTHEAST FLORIDA, INC. DBA FAMILY FOUNDATIONS

EIN

59-0768265

Address

40 E. ADAMS ST., SUITE LL15 · JACKSONVILLE, FL · 32202

Phone

(904) 396-8129

Industry

Health Care & Social Assistancesee all

Plan administrator