Original filing (PDF)20250619123155NAL0003157969001

HARBOR BRANCH OCEANOGRAPHIC INSTITUTE FOUNDATION, INC.

Name: HARBOR BRANCH OCEANOGRAPHIC INSTITUTE FOUNDATION, INC. — HBOI FOUNDATION INC. 401(K) PROFIT SHARING PLAN AND TRUST, Form 5500 (2024)
Creator: HARBOR BRANCH OCEANOGRAPHIC INSTITUTE FOUNDATION, INC.

Form 5500-SF

FILING_RECEIVED

HBOI FOUNDATION INC. 401(K) PROFIT SHARING PLAN AND TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$111K

Net assets (EOY)

$111K

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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

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 HARBOR BRANCH OCEANOGRAPHIC INSTITUTE FOUNDATION, INC..

Plan sponsor

Name

HARBOR BRANCH OCEANOGRAPHIC INSTITUTE FOUNDATION, INC.

EIN

59-1644333all filings

Address

3545 OCEAN DRIVE, SUITE 201 · VERO BEACH, FL · 32963

Phone

(772) 466-9876

Industry

Professional & Technical Servicessee all

Plan administrator