Original filing (PDF)20250710091403NAL0005373105001

CHALLENGE ENTERPRISES OF NORTH FLORIDA, INC.

Name: CHALLENGE ENTERPRISES OF NORTH FLORIDA, INC. — CHALLENGE ENTERPRISES OF NORTH FLORIDA, INC. RETIREMENT PLAN, Form 5500 (2023)
Creator: CHALLENGE ENTERPRISES OF NORTH FLORIDA, INC.

Form 5500

FILING_RECEIVED

CHALLENGE ENTERPRISES OF NORTH FLORIDA, INC. RETIREMENT PLAN

403(b) retirement plan

Signals · 1

~108 bps in Sched C fees

Active participants

281

Accounts w/ balance

104

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

How this plan invests

This plan

1 collective trust

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score (directional)

/ 100

Grade B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CHALLENGE ENTERPRISES OF NORTH FLORIDA, INC..

Plan sponsor

Name

CHALLENGE ENTERPRISES OF NORTH FLORIDA, INC.

EIN

59-1478621

Address

3530 ENTERPRISE WAY · GREEN COVE SPRINGS, FL · 32043

Phone

(904) 284-9859

Industry

Health Care & Social Assistancesee all

Plan administrator

Name

FIRST PARTY ADMINISTRATOR, LLC

EIN

46-2023154

City

ATLANTA, GA

Phone

(678) 500-9551

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-10-01

Tax period

2024-09-30

Filed

2025-07-10

Pension benefit codes

2L · 403(b)(1) annuity

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

Audit & trust (Schedule H)

Auditor

BAS PARTNERS LLC

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

4 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ANNUITY INSURANCE COMPANY	—	GREENWOOD VILLAGE, CO	RECORD KEEPER	$9K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
EDWARD D JONES & CO LP	—	ST. LUIS, MO	INVESTMENT ADVISOR	$9K	—

Investments

1 pooled fund· $0(0% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.

			% of plan
SEPARATE ACCOUNT EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA · EIN 84-0467907 / PN 001	Pooled Separate Account	$0	<0.1%

1–1 of 1

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