Original filing (PDF)20250611082921NAL0015780145001

CITRUS CLOSING GROUP

Name: CITRUS CLOSING GROUP — Form 5500 (2024)
Creator: CITRUS CLOSING GROUP

Form 5500-SF

FILING_RECEIVED

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$498

Net assets (EOY)

$498

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

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 (14th 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 CITRUS CLOSING GROUP.

Plan sponsor

Name

CITRUS CLOSING GROUP

EIN

88-2890143

Address

6875 ARNOLDSON ST · ORLANDO, FL · 32827

Phone

(407) 256-3796

Industry

Other Services (ex. Public Admin)see all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-12-01

Tax period

2024-12-31

Filed

2025-06-11

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Other Services (ex. Public Admin) plans

NANCY LYNN BRISON-MOLL

NANCY BRISON MOLL PHD 401(K)

$498 · 4 participants

JOSEPH A DIGIOVANNA & MICHAEL

JOSEPH A DIGIOVANNA & MICHAEL 401(K) PROFIT SHARING PLAN & TRUST

$498 · 1 participants

TRULYS OF WELLESLEY LLC

TRULY'S OF WELLESLEY LLC 401(K) PROFIT SHARING PLAN & TRUST

$498 · 1 participants

GENESIS MARKETING AND PROMOTIO

GENESIS MARKETING AND PROMOTIO 401(K) PROFIT SHARING PLAN & TRUST

$498 · 2 participants

USA WINE IMPORTS INC

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