Original filing (PDF)20260109122749NAL0018739634001

CHILD CARE OF SOUTHWEST FLORIDA INC.

Name: CHILD CARE OF SOUTHWEST FLORIDA INC. — 403B THRIFT PLAN FOR CHILD CARE OF SOUTHWEST FLORIDA INC., Form 5500 (2024)
Creator: CHILD CARE OF SOUTHWEST FLORIDA INC.

Form 5500-SF

FILING_RECEIVED

403B THRIFT PLAN FOR CHILD CARE OF SOUTHWEST FLORIDA INC.

403(b) retirement plan

Active participants

101

Accounts w/ balance

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

Plan health score (directional)

/ 100

Grade B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CHILD CARE OF SOUTHWEST FLORIDA INC..

Plan sponsor

Name

CHILD CARE OF SOUTHWEST FLORIDA INC.

EIN

59-6198583

Address

6831 PALISADES PARK CT · STE 6 · FT MYERS, FL · 33912

Phone

(239) 425-1014

Industry

Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-07-01

Tax period

2025-06-30

Filed

2026-01-09

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2L · 403(b)(1) annuity

2T · Default investment account (QDIA)

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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