Original filing (PDF)20250716071824NAL0002879473001

FLORIDA TRUST FOR HISTORIC PRESERVATION, INC.

Name: FLORIDA TRUST FOR HISTORIC PRESERVATION, INC. — FLORIDA TRUST FOR HISTORIC PRESERVATION, INC. 401K PROFIT SHARING PLAN, Form 5500 (2024)
Creator: FLORIDA TRUST FOR HISTORIC PRESERVATION, INC.

Form 5500-SF

FILING_RECEIVED

FLORIDA TRUST FOR HISTORIC PRESERVATION, INC. 401K PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$29K

Net assets (EOY)

$29K

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.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for FLORIDA TRUST FOR HISTORIC PRESERVATION, INC..

Plan sponsor

Name

FLORIDA TRUST FOR HISTORIC PRESERVATION, INC.

EIN

59-1834416

Address

906 E. PARK AVENUE · TALLAHASSEE, FL · 32301

Phone

(850) 224-8128

Industry

Finance & Insurancesee all

Plan administrator