# Central Florida Regional Workforce Development Board, INC. 403(b) Plan
Source: https://planprovider.pro/companies/central-florida-regional-workforce-development-board-inc-403b-plan

> Central Florida Regional Workforce Development Board, INC.'s 403(b) plan: 175 participants, plan year 2025 financials, providers, and benchmarks from Form 55…

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** Central Florida Regional Workforce Development Board, INC.

- **Sponsor EIN:** 593396497

- **Sponsor Address:** 390 N ORANGE AVE SUITE 700, ORLANDO, FL, 328011673

- **Plan Type:** 403(b)

- **Total Participants:** 175

- **Total Assets:** $13.5M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** Yes

- **Allows Roth Contributions:** Yes

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2025|175|$13.5M|$0|$0|

| 2024|200|$11.5M|$0|$0|

| 2023|235|$10.1M|$0|$0|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| CHERRY BEKAERT, LLP|Auditor|—|—|$0|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $0

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2025|$34,844|—|$34,265|—|—|

| 2024|$29,796|—|$29,227|—|—|

| 2023|$33,916|—|$33,320|—|—|

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