Original filing (PDF)20251015102323NAL0005785776001

THE PLANTATION AT PONTE VEDRA, INC.

Name: THE PLANTATION AT PONTE VEDRA, INC. — THE PLANTATION EMPLOYEES 401(K) RETIREMENT PLAN, Form 5500 (2024)
Creator: THE PLANTATION AT PONTE VEDRA, INC.

Form 5500-SF

FILING_RECEIVED

THE PLANTATION EMPLOYEES 401(K) RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.6M

Net assets (EOY)

$2.6M

Plan health score

/ 100

Grade B

Above-average plan

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE PLANTATION AT PONTE VEDRA, INC..

Plan sponsor

Name

THE PLANTATION AT PONTE VEDRA, INC.

EIN