Original filing (PDF)20251009091928NAL0015126642001

COUNCIL ON AGING OF WEST FLORIDA

Name: COUNCIL ON AGING OF WEST FLORIDA — COUNCIL ON AGING OF WEST FLORIDA 403(B) PLAN, Form 5500 (2024)
Creator: COUNCIL ON AGING OF WEST FLORIDA

Form 5500-SF

FILING_RECEIVED

COUNCIL ON AGING OF WEST FLORIDA 403(B) PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$314K

Net assets (EOY)

$314K

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

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score