Original filing (PDF)20250325080140NAL0021309552001

JASON J WHITFIELD HOSPITALITY, LLC

Name: JASON J WHITFIELD HOSPITALITY, LLC — WHITFIELD 401(K) PLAN, Form 5500 (2024)
Creator: JASON J WHITFIELD HOSPITALITY, LLC

Form 5500-SF

FILING_RECEIVED

WHITFIELD 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$366K

Net assets (EOY)

$366K

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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (25th percentile).

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 JASON J WHITFIELD HOSPITALITY, LLC.

Plan sponsor

Name

JASON J WHITFIELD HOSPITALITY, LLC

EIN

82-1592081

Address

4360 13TH ST · SAINT CLOUD, FL · 347696723

Phone

(407) 891-6985

Industry

Accommodation & Food Servicessee all

Plan administrator