Original filing (PDF)20250715155108NAL0005034450001

SANIBEL & CAPTIVA ISLANDS ASSO

Name: SANIBEL & CAPTIVA ISLANDS ASSO — SANIBEL & CAPTIVA ISLANDS ASSO 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024)
Creator: SANIBEL & CAPTIVA ISLANDS ASSO

Form 5500-SF

FILING_RECEIVED

SANIBEL & CAPTIVA ISLANDS ASSO 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$148K

Net assets (EOY)

$148K

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 (98th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SANIBEL & CAPTIVA ISLANDS ASSO.

Plan sponsor

Name

SANIBEL & CAPTIVA ISLANDS ASSO

EIN

59-2696345

Address

2353 PERIWINKLE WAY STE 201 · SANIBEL, FL · 339573219

Phone

(239) 472-9353

Industry