Original filing (PDF)20250422123633NAL0002303411001

FLORIDA COUNCIL OF INDEPENDENT SCHOOLS

Name: FLORIDA COUNCIL OF INDEPENDENT SCHOOLS — FLORIDA COUNCIL OF INDEPENDENT SCHOOLS 403(B) DC PLAN, Form 5500 (2024)
Creator: FLORIDA COUNCIL OF INDEPENDENT SCHOOLS

Form 5500-SF

FILING_RECEIVED

FLORIDA COUNCIL OF INDEPENDENT SCHOOLS 403(B) DC PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.1M

Net assets (EOY)

$3.1M

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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FLORIDA COUNCIL OF INDEPENDENT SCHOOLS.

Plan sponsor

Name

FLORIDA COUNCIL OF INDEPENDENT SCHOOLS

EIN

59-0816894

Address

PO BOX 13859 · TAMPA, FL · 33607

Phone

(813) 287-2820

Industry

Educational Servicessee 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

2025-04-22

Pension benefit codes

2G · Total participant-directed accounts

2S · Automatic enrollment

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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