Original filing (PDF)20251014060255NAL0002193169001

THE FOUNDATION FOR LEE COUNTY PUBLIC SCHOOLS, INC.

Name: THE FOUNDATION FOR LEE COUNTY PUBLIC SCHOOLS, INC. — FOUNDATION FOR LEE COUNTY PUBLIC SCHOOLS 401(K) PLAN, Form 5500 (2024)
Creator: THE FOUNDATION FOR LEE COUNTY PUBLIC SCHOOLS, INC.

Form 5500-SF

FILING_RECEIVED

FOUNDATION FOR LEE COUNTY PUBLIC SCHOOLS 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$836K

Net assets (EOY)

$836K

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 THE FOUNDATION FOR LEE COUNTY PUBLIC SCHOOLS, INC..

Plan sponsor

Name

THE FOUNDATION FOR LEE COUNTY PUBLIC SCHOOLS, INC.

EIN

59-2637849

Address

P.O. BOX 1608 · FT. MYERS, FL · 33902

Phone

(239) 337-0433

Industry

Educational Servicessee all

Plan administrator