Original filing (PDF)20251003140043NAL0000893411001

HODGES UNIVERSITY, INC.

Name: HODGES UNIVERSITY, INC. — HODGES UNIVERSITY, INC.403(B) PLAN, Form 5500 (2024)
Creator: HODGES UNIVERSITY, INC.

Form 5500-SF

FILING_RECEIVED

HODGES UNIVERSITY, INC.403(B) PLAN

403(b) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for HODGES UNIVERSITY, INC..

Plan sponsor

Name

HODGES UNIVERSITY, INC.

EIN

59-6605703all filings

Address

6900 DANIELS PARKWAY · SUITE 29, PMB 337 · FORT MYERS, FL · 33912

Phone

(239) 513-1122

Industry

Educational Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2025-01-01

Tax period

2025-02-06

Filed

2025-10-03

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2L · 403(b)(1) annuity

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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