Original filing (PDF)20250306100144NAL0020103362001

PONCE DE LEON INLET LIGHTHOUSE PRESERVATION ASSOCIATION

Name: PONCE DE LEON INLET LIGHTHOUSE PRESERVATION ASSOCIATION — PONCE DE LEON INLET LIGHTHOUSE PRESERVATION ASSN 401(K) PLAN AND TRUST, Form 5500 (2024)
Creator: PONCE DE LEON INLET LIGHTHOUSE PRESERVATION ASSOCIATION

Form 5500-SF

FILING_RECEIVED

PONCE DE LEON INLET LIGHTHOUSE PRESERVATION ASSN 401(K) PLAN AND TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$820K

Net assets (EOY)

$820K

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 (23rd percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (86th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PONCE DE LEON INLET LIGHTHOUSE PRESERVATION ASSOCIATION.

Plan sponsor

Name

PONCE DE LEON INLET LIGHTHOUSE PRESERVATION ASSOCIATION

EIN

23-7258586

Address

4931 SOUTH PENINSULA DRIVE · PONCE INLET, FL · 32127

Phone

(386) 761-1821

Industry

Arts, Entertainment, Recreationsee all

Plan administrator