Original filing (PDF)20250331133932NAL0006329137001

COUNCIL ON AGING OF ST. LUCIE, INC.

Name: COUNCIL ON AGING OF ST. LUCIE, INC. — COUNCIL ON AGING OF ST. LUCIE, INC. 403(B) PLAN, Form 5500 (2023)
Creator: COUNCIL ON AGING OF ST. LUCIE, INC.

Form 5500-SF

FILING_RECEIVED

COUNCIL ON AGING OF ST. LUCIE, INC. 403(B) PLAN

403(b) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.3M

Net assets (EOY)

$2.3M

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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (25th 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 ST. LUCIE, INC..

Plan sponsor

Name

COUNCIL ON AGING OF ST. LUCIE, INC.

EIN

59-1474012

Address

2501 SW BAYSHORE BOULEVARD · PORT ST. LUCIE, FL · 34984

Phone

(772) 336-8608

Industry

Other Services (ex. Public Admin)see all

Plan administrator