Original filing (PDF)20250926101052NAL0011667683001

COUNCIL ON AGING OF VOLUSIA COUNTY, INC.

Name: COUNCIL ON AGING OF VOLUSIA COUNTY, INC. — COUNCIL ON AGING OF VOLUSIA COUNTY, INC. 403(B) PLAN, Form 5500 (2024)
Creator: COUNCIL ON AGING OF VOLUSIA COUNTY, INC.

Form 5500-SF

FILING_RECEIVED

COUNCIL ON AGING OF VOLUSIA COUNTY, INC. 403(B) PLAN

401(k) retirement plan

Active participants

104

Accounts w/ balance

Plan assets (EOY)

$2.2M

Net assets (EOY)

$2.2M

Plan health score

Above-average plan

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No IQPA named; plan is in the 80-120 transition zone.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (16th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for COUNCIL ON AGING OF VOLUSIA COUNTY, INC..

Plan sponsor

Name

COUNCIL ON AGING OF VOLUSIA COUNTY, INC.

EIN

59-1160221

Address

420 FENTRESS BOULEVARD · DAYTONA BEACH, FL · 32114

Phone

(386) 253-4700

Industry

Health Care & Social Assistancesee all

Plan administrator