Original filing (PDF)20260105104348NAL0005689009001

WORKFORCE DEVELOPMENT BOARD OF THE TREASURE COAST, INC.

Name: WORKFORCE DEVELOPMENT BOARD OF THE TREASURE COAST, INC. — WORKFORCE DEVELOPMENT BOARD OF THE TREASURE COAST, INC. RETIREMENT PLAN, Form 5500 (2024)
Creator: WORKFORCE DEVELOPMENT BOARD OF THE TREASURE COAST, INC.

Form 5500-SF

FILING_RECEIVED

WORKFORCE DEVELOPMENT BOARD OF THE TREASURE COAST, INC. RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.1M

Net assets (EOY)

$2.1M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

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

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WORKFORCE DEVELOPMENT BOARD OF THE TREASURE COAST, INC..

Plan sponsor

Name

WORKFORCE DEVELOPMENT BOARD OF THE TREASURE COAST, INC.

EIN

65-0054673

Address

584 NW UNIVERSITY BLVD., SUITE 100 · PORT ST. LUCIE, FL · 34986

Phone

(866) 482-4473

Industry

Other Services (ex. Public Admin)see 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

2026-01-05

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Other Services (ex. Public Admin) plans

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DEFINED CONTRIBUTION PENSION PLAN FOR EMPLOYEES OF AMERICAN ASSOCIATION ON INTELLECTUAL AND DEVELOPMENTAL DISABILITIES

$2.1M · 15 participants

THE RHODE ISLAND FEDERATION OF TEACHERS AND HEALTH PROFESSIONALS

THE RI FED. OF TEACHERS AND HEALTH PROFESSIONALS 401(K) PLAN

$2.1M · 6 participants

PACIFIC ENVIRONMENT AND RESOURCES CENTER

PACIFIC ENVIRONMENT 403(B) PLAN

$2.1M · 31 participants

JEWISH FAMILY & CHILDREN'S SERVICE OF GREATER MERCER COUNTY

JEWISH FAMILY & CHILDREN'S SERVICE OF GREATER MERCER COUNTY, TAX DEFERRED ANNUITY PLAN