Original filing (PDF)20250926113608NAL0010083824001

WILLIAM G. & MARIE SELBY FOUNDATION, INC.

Name: WILLIAM G. & MARIE SELBY FOUNDATION, INC. — WILLIAM G. & MARIE SELBY FOUNDATION 403(B) PENSION PLAN, Form 5500 (2024)
Creator: WILLIAM G. & MARIE SELBY FOUNDATION, INC.

Form 5500-SF

FILING_RECEIVED

WILLIAM G. & MARIE SELBY FOUNDATION 403(B) PENSION PLAN

403(b) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$408K

Net assets (EOY)

$408K

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

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (92nd percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WILLIAM G. & MARIE SELBY FOUNDATION, INC..

Plan sponsor

Name

WILLIAM G. & MARIE SELBY FOUNDATION, INC.

EIN

84-2333839

Address

1800 SECOND STREET, SUITE 954 · SARASOTA, FL · 34236

Phone

(941) 957-0442

Industry

Other Services (ex. Public Admin)see all

Plan administrator