Original filing (PDF)20251015162501NAL0006915344001

Citrus LEVY Marion Regional Workforce Development Board

Name: Citrus LEVY Marion Regional Workforce Development Board — Form 5500 Plan 002 (2024)
Creator: Citrus LEVY Marion Regional Workforce Development Board
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Citrus LEVY Marion Regional Workforce Development Board, Inc. Tax Sheltered 430B

403(b) retirement plan · Citrus LEVY Marion Regional Workforce Development Board's Citrus LEVY Marion Regional Workforce Development Board, Inc. Tax Sheltered 430B held $4.4M in plan assets for 58 participants in 2024.

Active participants

Accounts w/ balance

105

Plan assets (EOY)

$4.4M

Net assets (EOY)

$4.4M

People on this filing

Susan Heller signed Citrus LEVY Marion Regional Workforce Development Board's 2024 Form 5500 as plan administrator.

Susan Heller — 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

Citrus LEVY Marion Regional Workforce Development Board's EIN is 59-3409057.

EIN 59-3409057

Plan number 002

Plan year 2024

ACK ID 20251015162501NAL0006915344001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Citrus LEVY Marion Regional Workforce Development Board from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Citrus LEVY Marion Regional Workforce Development Board's plan includes a 403(b) annuity.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CITRUS LEVY MARION REGIONAL WORKFORCE DEVELOPMENT BOARD.

Finding similar companies…

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 (91st percentile).

Plan sponsor

Name

CITRUS LEVY MARION REGIONAL WORKFORCE DEVELOPMENT BOARD

EIN

all filings

Address

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

Phone

(352) 873-7939

Industry

Other Services (ex. Public Admin)

Plan administrator