Original filing (PDF)20250721114434NAL0003579874001

HISTORICAL SOCIETY OF PALM BEACH COUNTY

Name: HISTORICAL SOCIETY OF PALM BEACH COUNTY — HISTORICAL SOCIETY OF PALM BEACH COUNTY 401(K) PLAN, Form 5500 (2024)
Creator: HISTORICAL SOCIETY OF PALM BEACH COUNTY

Form 5500-SF

FILING_RECEIVED

HISTORICAL SOCIETY OF PALM BEACH COUNTY 401(K) PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$652K

Net assets (EOY)

$652K

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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (11th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (97th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for HISTORICAL SOCIETY OF PALM BEACH COUNTY.

Plan sponsor

Name

HISTORICAL SOCIETY OF PALM BEACH COUNTY

EIN

59-6158821all filings

Address

P.O. BOX 4364 · WEST PALM BEACH, FL · 33402

Phone

(561) 832-4164

Industry

Public Administrationsee all

Plan administrator