How big is Golden AGE of Welsh, LLC's plan?

Golden AGE of Welsh, LLC's plan reported $229K in assets and 103 participants for 2024.

Original filing (PDF)20250630114411NAL0006586643001

Golden AGE of Welsh, LLC

Name: Golden AGE of Welsh, LLC — Joubert Management 401(k), Form 5500 (2024)
Creator: Golden AGE of Welsh, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Joubert Management 401(k) Plan and Trust

401(k) retirement plan · Golden AGE of Welsh, LLC's Joubert Management 401(k) Plan and Trust held $229K in plan assets for 103 participants in 2024.

Active participants

103

Accounts w/ balance

Plan assets (EOY)

$229K

Net assets (EOY)

$229K

Plan identifiers

Golden AGE of Welsh, LLC's EIN is 72-1445042.

EIN 72-1445042

Plan number 001

Plan year 2024

ACK ID 20250630114411NAL0006586643001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Golden AGE of Welsh, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Golden AGE of Welsh, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for GOLDEN AGE OF WELSH, LLC.

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Plan health score

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No IQPA named; plan is in the 80-120 transition zone.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (4th percentile).

Helping the score