How big is Eckerd Youth Alternatives, Inc.'s plan?

Eckerd Youth Alternatives, Inc.'s plan reported $36.3M in assets and 1,925 participants for 2023.

Original filing (PDF)20250429123608NAL0000703808001

Eckerd Youth Alternatives, Inc.

Name: Eckerd Youth Alternatives, Inc. — EYA Tax-Sheltered, Form 5500 (2023)
Creator: Eckerd Youth Alternatives, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

EYA Tax-Sheltered 403(b) Plan

403(b) retirement plan · Eckerd Youth Alternatives, Inc.'s EYA Tax-Sheltered 403(b) Plan held $36.3M in plan assets for 1,925 participants in 2023, with Empower as recordkeeper.

Signals · 2

Late participant contributions~105 bps in Sched C fees

Active participants

1,925

Accounts w/ balance

3,773

Plan assets (EOY)

$36.3M

Net assets (EOY)

$36.3M

People on this filing

Nicole Stroebel signed Eckerd Youth Alternatives, Inc.'s 2023 Form 5500 as plan administrator.

Nicole Stroebel — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Eckerd Youth Alternatives, Inc.'s EIN is 59-2551416.

EIN 59-2551416

Plan number 004

Plan year 2023

ACK ID 20250429123608NAL0000703808001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Eckerd Youth Alternatives, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Eckerd Youth Alternatives, Inc.'s plan includes ERISA 404(c) participant direction, a 403(b) annuity, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ECKERD YOUTH ALTERNATIVES, INC..

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How this plan invests

This plan

1 pooled trust

Schedule D

77 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Average plan with room to improve

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.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 161K (2% of contributions).
Total administrative cost in the bottom quartile of peers (8th percentile).

Helping the score

High account-holder ratio — balance-holders per active participant in the top 15% of peers (94th percentile).

Plan sponsor

Name

ECKERD YOUTH ALTERNATIVES, INC.

EIN

all filings

Address

100 NORTH STARCREST DRIVE · CLEARWATER, FL · 347653224

Phone

(727) 461-2990

Industry

Other Services (ex. Public Admin)

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

004

Plan year

2023

Plan year begin

2023-07-01

Tax period

2024-06-30

Filed

2025-04-29

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2L · 403(b)(1) annuity

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

CBIZ CPAS P.C.

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

4 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ANNUITY INS CO	—	GREENWOOD, CO	NONE	$191K	—

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
FLORIDA RETIREMENT CONSULTANTS	—	LAND O LAKES, FL	NONE	$136K	—
KESTRA ADVISORY SERVICES LLC

Investments

77 direct securities · 1 pooled fund· $34.4M(95% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.

Other securities

$25.0M

21 holdings

Pooled Separate Accounts

$5.9M

45 holdings

Common Collective Trusts

$2.5M

4 holdings

Mutual Funds

$542K

5 holdings

Bonds / Notes

$404K

1 holding

Cash / Money Market

$80K

1 holding

Common Collective Trust

$5K

Fund families in this plan

Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.

JPMorgan$20.5M Vanguard$2.0M Fidelity$1.3M MassMutual / MML$1.2M American Funds (Capital Group)$261K American Century$162K BlackRock / iShares$61K Invesco$51K Wells Fargo / Allspring$46K

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					% of plan
JPMorgan SmartRetirement Blend 2035 Fund R6 Mutual fund	Other securities	—	—	$3.7M	10.2%
JPMorgan SmartRetirement Blend 2040 Fund R6 Mutual fund	Other securities	—	—	$2.9M	8.1%
JPMorgan SmartRetirement Blend 2030 Fund R6 Mutual fund	Other securities	—	—	$2.8M	7.6%
VALIC Fixed Account Plus Guaranteed interest account	Other securities	—	—	$2.6M	7.1%
JPMorgan SmartRetirement Blend 2025 Fund R6 Mutual fund	Other securities	—	—	$2.5M	7.0%
JPMorgan SmartRetirement Blend 2045 Fund R6 Mutual fund	Other securities	—	—	$2.2M	6.1%
JPMorgan SmartRetirement Blend 2055 Fund R6 Mutual fund	Other securities	—	—	$1.9M	5.2%
JPMorgan SmartRetirement Blend 2050 Fund R6 Mutual fund	Other securities	—	—	$1.6M	4.5%
JPMorgan SmartRetirement Blend 2020 Fund R6 Mutual fund	Other securities	—	—	$1.4M	3.9%
Fidelity 500 Index Fund Mutual fund	Common Collective Trusts	—	—	$1.3M	3.6%
VALIC Stock Index Fund Pooled separate account	Pooled Separate Accounts	—	—	$1.1M	3.1%
MassMutual Guaranteed Interest Account Guaranteed interest account	Other securities	—	—	$1.1M	3.0%
VALIC Science & Technology Fund Pooled separate account	Pooled Separate Accounts	—	—	$890K	2.5%
Vanguard Mid Cap Index Fund Admiral Mutual fund	Common Collective Trusts	—	—	$728K	2.0%
JPMorgan SmartRetirement Blend 2060 Fund R6 Mutual fund	Other securities	—	—	$594K	1.6%
Vanguard Windsor II Pooled separate account	Pooled Separate Accounts	—	—	$547K	1.5%
JPMorgan Core Bond Fund R6 Mutual fund	Other securities	—	—	$409K	1.1%
Participant loans 4.25% - 9.50%	Bonds / Notes	—	—	$404K	1.1%
VALIC Mid Cap Index Fund Pooled separate account	Pooled Separate Accounts	—	—	$363K	1.0%
VALIC Growth Fund Pooled separate account	Pooled Separate Accounts	—	—	$361K	1.0%
JPMorgan SmartRetirement Blend Income Fund R6 Mutual fund	Other securities	—	—	$318K	0.9%
Harbor Capital Appreciation Fund Institutional Mutual fund	Other securities	—	—	$301K	0.8%
American Funds Inflation Linked Bond Fund R6 Mutual fund	Mutual Funds	—	—	$261K	0.7%
T. Rowe Price Overseas Stock Fund I Mutual fund 16 Vanguard Developed Markets Index Fund Admiral Mutual fund	Common Collective Trusts	—	—	$231K	0.6%
VALIC Large Capital Growth Pooled separate account	Pooled Separate Accounts	—	—	$227K	0.6%
Vanguard Wellington Fund Inc Pooled separate account	Pooled Separate Accounts	—	—	$203K	0.6%
VALIC Short Term Fixed Account Guaranteed interest account	Other securities	—	—	$200K	0.6%
MFS International Equity Fund R6 Mutual fund	Mutual Funds	—	—	$178K	0.5%
VALIC Small Cap Index Fund Pooled separate account	Pooled Separate Accounts	—	—	$177K	0.5%
Vanguard Small Cap Index Fund Admiral Mutual fund	Common Collective Trusts	—	—	$175K	0.5%
VALIC International Socially Responsible Fund Pooled separate account	Pooled Separate Accounts	—	—	$173K	0.5%
American Century Small Cap Growth Fund R6 Mutual fund	Other securities	—	—	$162K	0.4%
VALIC Mid Cap Strategic Growth Pooled separate account	Pooled Separate Accounts	—	—	$144K	0.4%
VALIC Ariel Fund Pooled separate account	Pooled Separate Accounts	—	—	$133K	0.4%
JPMorgan Equity Income Fund R5 Mutual fund	Other securities	—	—	$126K	0.3%
VALIC Systematic Core Fund Pooled separate account	Pooled Separate Accounts	—	—	$124K	0.3%
VALIC Mid Cap Value Fund Pooled separate account	Pooled Separate Accounts	—	—	$120K	0.3%
VALIC International Equities Index Fund Pooled separate account	Pooled Separate Accounts	—	—	$119K	0.3%
VALIC US Socially Responsible Fund Pooled separate account	Pooled Separate Accounts	—	—	$117K	0.3%
VALIC GS VIT Government Money Market Fund Pooled separate account	Pooled Separate Accounts	—	—	$116K	0.3%
VALIC Small Cap Growth Fund Pooled separate account	Pooled Separate Accounts	—	—	$107K	0.3%
VALIC Ariel Appreciation Fund Pooled separate account	Pooled Separate Accounts	—	—	$90K	0.2%
MassMutual US Govt Money Market Fund Mutual fund	Cash / Money Market	—	—	$80K	0.2%
VALIC International Value Fund Pooled separate account	Pooled Separate Accounts	—	—	$80K	0.2%
VALIC Dynamic Allocation Fund Pooled separate account 834 * VALIC Emerging Economies Pooled separate account	Pooled Separate Accounts	—	—	$78K	0.2%
VALIC Systematic Growth Fund Pooled separate account	Pooled Separate Accounts	—	—	$67K	0.2%
BlackRock Mid-Cap Growth Equity Fund Institutional Mutual fund	Other securities	—	—	$61K	0.2%
VALIC Core Bond Fund Pooled separate account	Pooled Separate Accounts	—	—	$56K	0.2%
VALIC Nasdaq-100(R) Index Fund Pooled separate account	Pooled Separate Accounts	—	—	$56K	0.2%
MFS New Discovery Value Fund R6 Mutual fund	Mutual Funds	—	—	$51K	0.1%

1–50 of 78

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