Original filing (PDF)20260520140149NAL0002019696001

U. South Tampa

Name: U. South Tampa — U. South Tampa 401(k) Plan, Form 5500 (2025)
Creator: U. South Tampa
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

U. South Tampa 401(k) Plan

401(k) retirement plan · U. South Tampa's U. South Tampa 401(k) Plan held $591K in plan assets for 4 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$591K

Net assets (EOY)

$591K

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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (8th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (100th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for U. SOUTH TAMPA.

Plan sponsor

Name

U. SOUTH TAMPA

EIN

81-3311302all filings

Address

3522 W AZEELE STREET · TAMPA, FL · 33609

Phone

(813) 348-3700

Industry

Health Care & Social Assistance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-05-20

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

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

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