How big is POLK County Workforce Development Board, Inc.'s plan?

POLK County Workforce Development Board, Inc.'s plan reported $3.0M in assets and 36 participants for 2025.

Original filing (PDF)20260521084611NAL0003035376001

POLK County Workforce Development Board, Inc.

Name: POLK County Workforce Development Board, Inc. — Form 5500 Plan 002 (2025)
Creator: POLK County Workforce Development Board, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

POLK County Workforce Developm 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · POLK County Workforce Development Board, Inc.'s POLK County Workforce Developm 401(k) Profit Sharing Plan & Trust held $3.0M in plan assets for 36 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.0M

Net assets (EOY)

$3.0M

People on this filing

Gerardo MEZA signed POLK County Workforce Development Board, Inc.'s 2025 Form 5500 as plan administrator.

Gerardo MEZA — 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

POLK County Workforce Development Board, Inc.'s EIN is 59-3385244.

EIN 59-3385244

Plan number 002

Plan year 2025

ACK ID 20260521084611NAL0003035376001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for POLK County Workforce Development Board, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

POLK County Workforce Development Board, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for POLK COUNTY WORKFORCE DEVELOPMENT BOARD, INC..

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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 (93rd percentile).

Plan sponsor

Name

POLK COUNTY WORKFORCE DEVELOPMENT BOARD, INC.

EIN

all filings

Address

600 N BROADWAY AVE STE B · BARTOW, FL · 338303803

Phone

(863) 508-1600

Industry

Health Care & Social Assistance

Plan administrator