· 2022–2024 · DOL EFAST2

Carlyle Jupiter Island Condomini — Carlyle Jupiter, Form 5500 (2025)

Original filing (PDF)20260616105337NAL0001031281001

Carlyle Jupiter Island Condomini

Form 5500-SF

FILING_RECEIVED

Carlyle Jupiter Island 401(k) Plan

401(k) retirement plan · Carlyle Jupiter Island Condomini's Carlyle Jupiter Island 401(k) Plan held $421K in plan assets for 10 participants in 2025.

Active participants

10

Accounts w/ balance

8

Plan assets (EOY)

$421K

Net assets (EOY)

$421K

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

66

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CARLYLE JUPITER ISLAND CONDOMINI.

Plan sponsor

Name

CARLYLE JUPITER ISLAND CONDOMINI

EIN

65-0840198all filings

Address

19700 BEACH ROAD · JUPITER ISLAND, FL · 33469

Phone

(561) 748-4840

Industry

Real Estate

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

2026-06-16

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)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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