Original filing (PDF)20241101044149NAL0004081504001

HUMANE SOCIETY OF VERO BEACH AND INDIAN RIVER COUNTY, FL, INC.

Name: HUMANE SOCIETY OF VERO BEACH AND INDIAN RIVER COUNTY, FL, INC. — HUMANE SOCIETY OF VERO BEACH & INDIAN RIVER COUNTY, FL, INC. 403(B) PLAN, Form 5500 (2023)
Creator: HUMANE SOCIETY OF VERO BEACH AND INDIAN RIVER COUNTY, FL, INC.

Form 5500-SF

FILING_RECEIVED

HUMANE SOCIETY OF VERO BEACH & INDIAN RIVER COUNTY, FL, INC. 403(B) PLAN

403(b) retirement plan

Signals · 1

Late filing · 26.5 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

$761K

Net assets (EOY)

$761K

Plan health score (directional)

/ 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

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HUMANE SOCIETY OF VERO BEACH AND INDIAN RIVER COUNTY, FL, INC..

Plan sponsor

Name

HUMANE SOCIETY OF VERO BEACH AND INDIAN RIVER COUNTY, FL, INC.

EIN

59-0863199

Address

6230 77TH STREET · VERO BEACH, FL · 32967

Phone

(772) 388-0434

Industry

Other Services (ex. Public Admin)see all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2020-10-01

Tax period

2021-09-30

Filed

2024-11-01

Pension benefit codes

2M · 403(b)(7) custodial accounts

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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