Original filing (PDF)20250429135921NAL0001178018001

PRESERVATION FOUNDATION OF PALM BEACH, INC.

Name: PRESERVATION FOUNDATION OF PALM BEACH, INC. — PRESERVATION FOUNDATION OF PALM BEACH, INC. ERISA 403(B) PLAN, Form 5500 (2023)
Creator: PRESERVATION FOUNDATION OF PALM BEACH, INC.

Form 5500-SF

FILING_RECEIVED

PRESERVATION FOUNDATION OF PALM BEACH, INC. ERISA 403(B) PLAN

403(b) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$536K

Net assets (EOY)

$536K

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 PRESERVATION FOUNDATION OF PALM BEACH, INC..

Plan sponsor

Name

PRESERVATION FOUNDATION OF PALM BEACH, INC.

EIN

59-1989832all filings

Address

311 PERUVIAN AVE · PALM BEACH, FL · 334804637

Phone

(561) 832-0731

Industry

Other Services (ex. Public Admin)see all

Plan administrator