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Original filing (PDF)20260202103238NAL0002493026001

CHAPTER 13 STANDING TRUSTEE

Form 5500-SF
FILING_RECEIVED
CHAPTER 13 STANDING TRUSTEE SAFE HARBOR 401K AND PROFIT SHARING PLAN
401(k) retirement plan
Active participants
27
Accounts w/ balance
28
Plan assets (EOY)
$3.9M
Net assets (EOY)
$3.9M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
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
75
Vendor stack
100
Participation health
100
Helping the score
  • Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
  • No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CHAPTER 13 STANDING TRUSTEE.
Plan sponsor
Name
CHAPTER 13 STANDING TRUSTEE
EIN
59-3217936
Address
EOLA PARK CENTRE · 200 E. ROBINSON #1500 · ORLANDO, FL · 32801
Phone
(407) 648-8841
Industry
Public Administrationsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-10-01
Tax period
2025-09-30
Filed
2026-02-02
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
Trustee / custodian
Trustee phone
Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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