Original filing (PDF)20240718144034NAL0005976225001

FORT LAUDERDALE HISTORICAL SOCIETY

Name: FORT LAUDERDALE HISTORICAL SOCIETY — FORT LAUDERDALE HISTORICAL SOCIETY PENSION PLAN, Form 5500 (2023)
Creator: FORT LAUDERDALE HISTORICAL SOCIETY

Form 5500-SF

FILING_RECEIVED

FORT LAUDERDALE HISTORICAL SOCIETY PENSION PLAN

403(b) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$302K

Net assets (EOY)

$302K

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 average account balance (88th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for FORT LAUDERDALE HISTORICAL SOCIETY.

Plan sponsor

Name

FORT LAUDERDALE HISTORICAL SOCIETY

EIN

59-0993499all filings

Address

219 SW 2ND AVENUE · FORT LAUDERDALE, FL · 333011825

Phone

(965) 463-4431

Industry

Arts, Entertainment, Recreationsee all

Plan administrator