Original filing (PDF)20250718135856NAL0002704224001

UPPER KEYS MARINE CONSTRUCTION

Name: UPPER KEYS MARINE CONSTRUCTION — UPPER KEYS MARINE CONSTRUCTION 401(K) PLAN, Form 5500 (2024)
Creator: UPPER KEYS MARINE CONSTRUCTION

Form 5500-SF

FILING_RECEIVED

UPPER KEYS MARINE CONSTRUCTION 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$330K

Net assets (EOY)

$330K

Plan health score

/ 100

Grade B

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

100

Total plan cost

n/a

Plan health

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for UPPER KEYS MARINE CONSTRUCTION.

Plan sponsor

Name

UPPER KEYS MARINE CONSTRUCTION

EIN

83-2241335

Address

97674 OVERSEAS HIGHWAY · KEY LARGO, FL · 33037

Phone

(512) 578-5417

Industry

Accommodation & Food Servicessee 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

2025-07-18

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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

Related plans

Similar-size Accommodation & Food Services plans

133 GREENWICH LLC

133 GREENWICH LLC 401(K) PROFIT SHARING PLAN & TRUST

$330K · 46 participants

RAMS HORN VILLAGE OWNERS ASSOC

RAMS HORN VILLAGE OWNERS ASSOC 401(K) PROFIT SHARING PLAN & TRUST

$336K · 24 participants

VR365 LLC

VR365 LLC 401(K) PLAN

$322K · 5 participants

WAY COM INC

WAY COM INC 401(K) PROFIT SHARING PLAN & TRUST

$342K · 62 participants

SLURP LLC

SLURP LLC 401(K) PROFIT SHARING PLAN & TRUST

$315K · 6 participants