Original filing (PDF)20250204143322NAL0014124176001

JOE DEREUIL ASSOCIATES, LLC

Name: JOE DEREUIL ASSOCIATES, LLC — JDA RETIREMENT PLAN, Form 5500 (2024)
Creator: JOE DEREUIL ASSOCIATES, LLC

Form 5500-SF

FILING_RECEIVED

JDA RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for JOE DEREUIL ASSOCIATES, LLC.

Plan sponsor

Name

JOE DEREUIL ASSOCIATES, LLC

EIN

02-0665239

Address

301 WEST CERVANTES STREET · PENSACOLA, FL · 32501

Phone

(850) 429-1951

Industry

Engineering Services· Professional & Technical Servicessee 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

2025-02-04

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

3B · Covers self-employed individuals

2R · Participant-directed brokerage (SDBA)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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