Original filing (PDF)20250319161451NAL0005142993001

PALM BEACH OPERA

Name: PALM BEACH OPERA — PALM BEACH OPERA TAX DEFERRED ANNUITY PLAN, Form 5500 (2023)
Creator: PALM BEACH OPERA

Form 5500-SF

FILING_RECEIVED

PALM BEACH OPERA TAX DEFERRED ANNUITY PLAN

403(b) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$721K

Net assets (EOY)

$721K

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 PALM BEACH OPERA.

Plan sponsor

Name

PALM BEACH OPERA

EIN

59-1060864

Address

425 24TH STREET · WEST PALM BEACH, FL · 33407

Phone

(561) 835-7552

Industry