Original filing (PDF)20250319075603NAL0009258642001

CAVCO OF NORTH FLORIDA, INC.

Name: CAVCO OF NORTH FLORIDA, INC. — CAVCO OF NORTH FLORIDA, INC. 401K PLAN, Form 5500 (2024)
Creator: CAVCO OF NORTH FLORIDA, INC.

Form 5500-SF

FILING_RECEIVED

CAVCO OF NORTH FLORIDA, INC. 401K PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.2M

Net assets (EOY)

$2.2M

Plan health score

/ 100

Grade A

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CAVCO OF NORTH FLORIDA, INC..

Plan sponsor

Name

CAVCO OF NORTH FLORIDA, INC.

EIN

59-3380361

Address

P.O. BOX 440610 · JACKSONVILLE, FL · 32222

Phone

(904) 636-0032

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-03-19

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

SADDLE RIVER HOLDINGS GROUP 2

SRHG RETIREMENT PLAN

$2.2M · 5 participants

3 RIVERS CAPITAL LLC

3 RIVERS CAPITAL LLC RETIREMENT PLAN

$2.2M · 7 participants

FIRST TRYON ADVISORS

FIRST TRYON ADVISORS 401(K) PROFIT SHARING PLAN

$2.2M · 21 participants

SHARP ADVISORY SERVICES, CORP.

DAVID SHARP PROFIT SHARING PLAN

$2.2M · 1 participants

MATTHEW LYTELL, LLC

MATTHEW LYTELL, LLC 401(K) PROFIT SHARING PLAN

$2.2M · 11 participants