Original filing (PDF)20250925073641NAL0010179459001

THE MIAMI FOUNDATION, INC

Name: THE MIAMI FOUNDATION, INC — 403(B) THRIFT PLAN FOR THE MIAMI FOUNDATION, INC., Form 5500 (2024)
Creator: THE MIAMI FOUNDATION, INC

Form 5500-SF

FILING_RECEIVED

403(B) THRIFT PLAN FOR THE MIAMI FOUNDATION, INC.

403(b) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.2M

Net assets (EOY)

$3.2M

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 THE MIAMI FOUNDATION, INC.

Plan sponsor

Name

THE MIAMI FOUNDATION, INC

EIN

65-0350357

Address

40 NW 3RD STREET, · SUITE 305 · MIAMI, FL · 33128

Phone

(305) 371-2711

Industry

Other Services (ex. Public Admin)see all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-25

Pension benefit codes

2M · 403(b)(7) custodial accounts

2H · Partial participant-directed accounts

2T · Default investment account (QDIA)

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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