Original filing (PDF)20251003125405NAL0002320720001

CARLOUEL YACHT CLUB

Name: CARLOUEL YACHT CLUB — CARLOUEL YACHT CLUB 401K, Form 5500 (2024)
Creator: CARLOUEL YACHT CLUB

Form 5500-SF

FILING_RECEIVED

CARLOUEL YACHT CLUB 401K

401(k) retirement plan

Signals · 1

Late filing · 1.0 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

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 50% of scoring inputs for this filing.

Compliance & integrity

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Knocking points off

Filed 1.0 months past the 10.5-month grace window.

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CARLOUEL YACHT CLUB.

Plan sponsor

Name

CARLOUEL YACHT CLUB

EIN

59-0558704

Address

1091 ELDORADO AVENUE · CLEARWATER BEACH, FL · 33755

Phone

(727) 446-9162

Industry

Arts, Entertainment, Recreationsee all

Plan administrator

Name

ADMINISTRATIVE GROUP, LLC DBA TAG RESOURCES

EIN

42-1484983

City

KNOXVILLE, TN

Phone

(865) 670-1844

Plan characteristics

Plan number

101

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-10-17

Filed

2025-10-03

Pension benefit codes

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

3D · Pre-approved plan (master / prototype / VS)

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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