How big is Citrus BELT Uniserv's plan?

Citrus BELT Uniserv's plan reported $1.1M in assets and 2 participants for 2024.

Original filing (PDF)20250409172628NAL0031103760001

Citrus BELT Uniserv

Name: Citrus BELT Uniserv — Citrus BELT Uniserv 401(k), Form 5500 (2024)
Creator: Citrus BELT Uniserv
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Citrus BELT Uniserv 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Citrus BELT Uniserv's Citrus BELT Uniserv 401(k) Profit Sharing Plan & Trust held $1.1M in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

People on this filing

Jolene Barrow signed Citrus BELT Uniserv's 2024 Form 5500 as plan administrator.

Jolene Barrow — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Citrus BELT Uniserv's EIN is 95-3059125.

EIN 95-3059125

Plan number 001

Plan year 2024

ACK ID 20250409172628NAL0031103760001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Citrus BELT Uniserv from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Citrus BELT Uniserv'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 CITRUS BELT UNISERV.

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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

Helping the score