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Original filing (PDF)20251015163855NAL0006948928001
NAPLES BOTANICAL GARDEN, INC.
Form 5500
FILING_RECEIVED
NAPLES BOTANICAL GARDEN DEFINED CONTRIBUTION RETIREMENT PLAN
403(b) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
135
Accounts w/ balance
305
Plan assets (EOY)
$5.0M
Net assets (EOY)
$5.0M
How this plan invests
This plan
1 pooled trust
Schedule D
48 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
92
/ 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
100
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NAPLES BOTANICAL GARDEN, INC..
Plan sponsor
Name
NAPLES BOTANICAL GARDEN, INC.
EIN
65-0511429
Address
4820 BAYSHORE DRIVE · NAPLES, FL · 34112
Phone
(239) 315-7284
Industry
Arts, Entertainment, Recreationsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
HSC/TUSCAN & COMPANY, PA
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
47 direct securities · 1 pooled fund· $5.0M(99% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$5.0M
47 holdings
Pooled Separate Account
$29K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VANGUARD TARGET RETIREMENT 2045 FUND | — | — | — | $843K | 16.7% | |
| VANGUARD 500 INDEX FUND ADMIRAL SHARES | — | — | — | $410K | 8.1% | |
| VANGUARD TARGET RETIREMENT 2035 FUND | — | — | — | $361K | 7.2% | |
| VANGUARD TARGET RETIREMENT 2030 FUND | — | — | — | $329K | 6.5% | |
| VANGUARD TARGET RETIREMENT 2055 FUND | — | — | — | $310K | 6.2% | |
| VANGUARD TARGET RETIREMENT 2050 FUND | — | — | — | $265K | 5.3% | |
| VANGUARD TARGET RETIREMENT 2060 FUND | — | — | — | $264K | 5.2% | |
| VANGUARD GROWTH INDEX FUND ADMIRAL SHAR | — | — | — | $178K | 3.5% | |
| VANGUARD TARGET RETIREMENT 2025 FUND | — | — | — | $173K | 3.4% | |
| VANGUARD EQUITY-INCOME FUND ADMIRAL SHA | — | — | — | $158K | 3.1% | |
| VANGUARD SMALL-CAP INDEX FUND ADMIRAL S | — | — | — | $155K | 3.1% | |
| CREF STOCK R1 0 | — | — | — | $135K | 2.7% | |
| CREF MONEY MARKET R1 | — | — | — | $131K | 2.6% | |
| TIAA TRADITIONAL NON BENEFIT R | — | — | — | $131K | 2.6% | |
| VANGUARD TARGET RETIREMENT 2020 FUND | — | — | — | $95K | 1.9% | |
| VANGUARD INTERNATIONAL VALUE FUND INVES | — | — | — | $88K | 1.7% | |
| VANGUARD MID-CAP GROWTH INDEX FUND ADMI | — | — | — | $87K | 1.7% | |
| VANGUARD TARGET RETIREMENT 2065 FUND | — | — | — | $80K | 1.6% | |
| CREF GROWTH R1 | — | — | — | $78K | 1.5% | |
| VANGUARD TARGET RETIREMENT 2040 FUND | — | — | — | $75K | 1.5% | |
| VANGUARD INTERNATIONAL GROWTH FUND ADMI | — | — | — | $72K | 1.4% | |
| CREF GLOBAL EQUITIES R1 | — | — | — | $54K | 1.1% | |
| VANGUARD FEDERAL MONEY MARKET FUND | — | — | — | $54K | 1.1% | |
| TIAA ACCESS NUVL EQUITY T4 773 TIAA ACCESS LG-CAP VAL T4 957 TIAA ACCESS LIFECYCLE 2030 T4 | — | — | — | $50K | 1.0% | |
| 0 PGIM HIGH YIELD FUND- CLASS R6 | — | — | — | $45K | 0.9% | |
| VANGUARD INTERMEDIATE-TERM INVESTMENT-G | — | — | — | $44K | 0.9% | |
| TIAA ACCESS NUV Core Equity T4 | — | — | — | $37K | 0.7% | |
| TIAA ACCESS LIFECYCLE 2040 T4 | — | — | — | $34K | 0.7% | |
| VANGUARD SELECTED VALUE FUND INVESTOR S | — | — | — | $30K | 0.6% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $29K | 0.6% | |
| VANGUARD CASH RESERVES FEDERAL MONEY | — | — | — | $22K | 0.4% | |
| VANGUARD SHORT-TERM INVESTMENT-GRADE FU | — | — | — | $22K | 0.4% | |
| TIAA ACCESS MID-CAP VAL T4 928 TIAA ACCESS REAL EST SECS T4 403 TIAA ACCESS SM-CAP BL IDX T4 261 TIAA ACCESS QUANT SML CP EQ T4 293 BAIRD SHORT-TERM BOND INSTITUTIONAL | — | — | — | $22K | 0.4% | |
| Dodge & Cox Dodge & Cox Income Fund | — | — | — | $22K | 0.4% | |
| Guggenheim Core Bond | — | — | — | $22K | 0.4% | |
| VANGUARD INFLATION-PROTECTED SECURITIES | — | — | — | $22K | 0.4% | |
| CREF EQUITY INDEX R1 | — | — | — | $16K | 0.3% | |
| VANGUARD WELLESLEY INCOME FUND ADMIRAL | — | — | — | $14K | 0.3% | |
| VANGUARD TARGET RETIREMENT INCOME | — | — | — | $13K | 0.3% | |
| VANGUARD PARTICIPANT LOANS 9.5% | — | — | — | $10K | 0.2% | |
| TIAA ACCESS LIFECYCLE 2050 T4 | — | — | — | $7K | 0.1% | |
| CREF CORE BOND R1 | — | — | — | $7K | 0.1% | |
| CREF INFLATION-LINKED BOND R1 | — | — | — | $5K | <0.1% | |
| VANGUARD SMALL-CAP GROWTH INDEX FUND AD | — | — | — | $5K | <0.1% | |
| VANGUARD GLOBAL EQUITY FUND | — | — | — | $3K | <0.1% | |
| CREF SOCIAL CHOICE R1 | — | — | — | $2K | <0.1% | |
| TIAA TRADITIONAL BENEFIT RESPO | — | — | — | $2K | <0.1% | |
| DFA Small Cap Growth Inst | — | — | — | $1K | <0.1% |
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