· 2022–2024 · DOL EFAST2

Charlene D. Clayton — Charlene D. Clayton 401(k), Form 5500 (2025)

Original filing (PDF)20260331114553NAL0000012177001

Charlene D. Clayton

Form 5500-SF

FILING_RECEIVED

Charlene D. Clayton 401(k) Plan

401(k) retirement plan · Charlene D. Clayton's Charlene D. Clayton 401(k) Plan held $500K in plan assets for 3 participants in 2025.

Signals · 1

High average account balance

Active participants

3

Accounts w/ balance

2

Plan assets (EOY)

$500K

Net assets (EOY)

$500K

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

72

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (98th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CHARLENE D. CLAYTON.

Plan sponsor

Name

CHARLENE D. CLAYTON

EIN

59-3677743all filings

Address

13400 SUTTON PARK DRIVE SOUTH · SUITE 1104 · JACKSONVILLE, FL · 32224

Phone

(904) 992-8535

Industry

Finance & Insurance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-03-31

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2G · Total participant-directed accounts

2R · Participant-directed brokerage (SDBA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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