Original filing (PDF)20251015162501NAL0006915344001

CITRUS LEVY MARION REGIONAL WORKFORCE DEVELOPMENT BOARD

Name: CITRUS LEVY MARION REGIONAL WORKFORCE DEVELOPMENT BOARD — CITRUS LEVY MARION REGIONAL WORKFORCE DEVELOPMENT BOARD, INC TAX SHELTERED 430B, Form 5500 (2024)
Creator: CITRUS LEVY MARION REGIONAL WORKFORCE DEVELOPMENT BOARD

Form 5500-SF

FILING_RECEIVED

CITRUS LEVY MARION REGIONAL WORKFORCE DEVELOPMENT BOARD, INC TAX SHELTERED 430B

403(b) retirement plan

Active participants

Accounts w/ balance

105

Plan assets (EOY)

$4.4M

Net assets (EOY)

$4.4M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CITRUS LEVY MARION REGIONAL WORKFORCE DEVELOPMENT BOARD.

Plan sponsor

Name

CITRUS LEVY MARION REGIONAL WORKFORCE DEVELOPMENT BOARD

EIN

59-3409057

Address

3003 SW COLLEGE RD STE 205 BLDG 42 · OCALA, FL · 344746253

Phone

(352) 873-7939

Industry

Other Services (ex. Public Admin)see all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-15

Pension benefit codes

2L · 403(b)(1) annuity

2G · Total participant-directed accounts

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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