Original filing (PDF)20250429151355NAL0000393875001

THE JEWISH FEDERATION OF SARASOTA-MANATEE, INC.

Name: THE JEWISH FEDERATION OF SARASOTA-MANATEE, INC. — THE JEWISH FEDERATION OF SARASOTA-MANATEE, INC. RETIREMENT PLAN, Form 5500 (2024)
Creator: THE JEWISH FEDERATION OF SARASOTA-MANATEE, INC.

Form 5500-SF

FILING_RECEIVED

THE JEWISH FEDERATION OF SARASOTA-MANATEE, INC. RETIREMENT PLAN

403(b) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THE JEWISH FEDERATION OF SARASOTA-MANATEE, INC..

Plan sponsor

Name

THE JEWISH FEDERATION OF SARASOTA-MANATEE, INC.

EIN

59-1227747

Address

580 S. MCINTOSH ROAD · SARASOTA, FL · 34232

Phone

(941) 371-4546

Industry

Other Services (ex. Public Admin)see all

Plan administrator