Florida Education Fund 403(b) Plan

Form 5500 filing data for plan year 2025.

Plan Snapshot

  • Plan Sponsor: Florida Education Fund
  • Sponsor EIN: 592783821
  • Sponsor Address: 201 E KENNEDY BLVD STE 1525, TAMPA, FL, 336025828
  • Plan Type: 403(b)
  • Total Participants: 18
  • Total Assets: $1.7M

Key Plan Design Features

  • Auto-Enrollment: Yes
  • Auto-Escalation: Yes
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: No

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202518$1.7M$53,257$16,539
202419$1.5M$40,703$36,081
202319$1.5M$40,237$36,138
202217$1.3M$40,601$36,768

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