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Original filing (PDF)20250429123608NAL0000703808001
ECKERD YOUTH ALTERNATIVES, INC.
Form 5500
FILING_RECEIVED
EYA TAX-SHELTERED 403(B) PLAN
403(b) retirement plan
Signals · 2
~105 bps in Sched C feesNo recordkeeper disclosed
Active participants
1,925
Accounts w/ balance
3,773
Plan assets (EOY)
$36.3M
Net assets (EOY)
$36.3M
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)
84
/ 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
75
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 105 bps in Schedule C fees — 260% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ECKERD YOUTH ALTERNATIVES, INC..
Plan sponsor
Name
ECKERD YOUTH ALTERNATIVES, INC.
EIN
59-2551416
Address
100 NORTH STARCREST DRIVE · CLEARWATER, FL · 347653224
Phone
(727) 461-2990
Industry
Other Services (ex. Public Admin)see all
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 rowsOther
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INS CO | — | GREENWOOD, CO | NONE | $191K | — |
| FLORIDA RETIREMENT CONSULTANTS | — | LAND O LAKES, FL | NONE | $136K | — |
| KESTRA ADVISORY SERVICES LLC | 35-2552359 | — | NONE | $47K | — |
| VARIABLE ANNUITY LIFE INSURANCE CO | 74-1625348 | — | NO RELATIONSHIP | $5K | — |
Investments
1 pooled fund· $5K(0% 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.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| MID CAP GROWTH CIT GREAT GRAY · EIN 38-4126247 / PN 549 | Common Collective Trust | $5K | <0.1% |