Original filing (PDF)20250417124339NAL0001754688001

BOYS & GIRLS CLUB OF SARASOTA COUNTY, INC.

Name: BOYS & GIRLS CLUB OF SARASOTA COUNTY, INC. — BOYS & GIRLS CLUB OF SARASOTA COUNTY, INC. 403(B) PLAN, Form 5500 (2024)
Creator: BOYS & GIRLS CLUB OF SARASOTA COUNTY, INC.

Form 5500-SF

FILING_RECEIVED

BOYS & GIRLS CLUB OF SARASOTA COUNTY, INC. 403(B) PLAN

403(b) retirement plan

Signals · 1

No auditor on file

Active participants

183

Accounts w/ balance

Plan assets (EOY)

$2.7M

Net assets (EOY)

$2.7M

Plan health score

Average plan with room to improve

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No independent qualified public accountant (IQPA) named.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (3rd percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BOYS & GIRLS CLUB OF SARASOTA COUNTY, INC..

Plan sponsor

Name

BOYS & GIRLS CLUB OF SARASOTA COUNTY, INC.

EIN

59-6211876

Address

3130 FRUITVILLE ROAD · SARASOTA, FL · 34237

Phone

(941) 366-3911

Industry

Other Services (ex. Public Admin)see all

Plan administrator