Original filing (PDF)20250606094237NAL0021118752001

CHARLENE D. CLAYTON

Name: CHARLENE D. CLAYTON — CHARLENE D. CLAYTON 401(K) PLAN, Form 5500 (2024)
Creator: CHARLENE D. CLAYTON

Form 5500-SF

FILING_RECEIVED

CHARLENE D. CLAYTON 401(K) PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$427K

Net assets (EOY)

$427K

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

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (97th 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 & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-06-06

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

Related plans

Similar-size Finance & Insurance plans

FREEDOM COMMUNITIES

FREEDOM COMMUNITIES 401(K) PLAN

$427K · 11 participants

JOHN LINE, CPA, INC.

JOHN LINE, CPA, INC. 401(K) PLAN

$427K · 2 participants

SDB VENTURES LLC

SDB VENTURES LLC 401K PLAN

$427K · 19 participants

CARMANDALIAN FINANCIAL GROUP, LLC

CFG PROFIT SHARING 401(K) PLAN

$428K · 3 participants

THORLEY WEALTH MANAGEMENT

THORLEY WEALTH MANAGEMENT, INC. CASH BALANCE PLAN

$428K · 4 participants

Researching more plans? Run a Form 5500 search by company name, EIN, or plan name.