Original filing (PDF)20260406100016NAL0004110883001

Historical Association of South Florida, Inc.

Name: Historical Association of South Florida, Inc. — Form 5500 Plan 001 (2025)
Creator: Historical Association of South Florida, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

History Miami 403(b) Plan

403(b) retirement plan · Historical Association of South Florida, Inc.'s History Miami 403(b) Plan held $4.6M in plan assets for 27 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.6M

Net assets (EOY)

$4.6M

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

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (98th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for HISTORICAL ASSOCIATION OF SOUTH FLORIDA, INC..

Plan sponsor

Name

HISTORICAL ASSOCIATION OF SOUTH FLORIDA, INC.

EIN

59-0968005all filings

Address

101 W. FLAGLER STREET · MIAMI, FL · 33130

Phone

(305) 375-1492

Industry

Arts, Entertainment, Recreation

Plan administrator