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  2. GWINN VOLEN, LLC
Sponsor portfolio

GWINN VOLEN, LLC

EIN 81-3949942-Real Estate and Rental and Leasing-Latest filing 2025
Plans
2
Retirement
2
$2.3M assets
Welfare
0
Participants
7
215 PABLO ROAD - PONTE VEDRA BEACH, FL 32082904-314-5188
Plans on this EIN
2 filings
#001401k-$1.4M - 4 part#002CashBalance-$924K - 3 part

Retirement portfolio analytics

2 plans aggregated / $2.3M assets / 7 participants

Assets by plan

Share of aggregate retirement assets

60%top
  • VOLEN, LLC 401(K) (#001)60%
  • CASH BALANCE PLAN (#002)40%
Total $2.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • VOLEN, LLC 401(K) (#001)4
  • CASH BALANCE PLAN (#002)3
Total 7Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

GWINN VOLEN, LLC 401(K)

401k

Assets$1.4M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

GWINN VOLEN, LLC CASH BALANCE PLAN

CashBalance

Assets$924K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001GWINN VOLEN, LLC 401(K)401k$1.4M42025
002GWINN VOLEN, LLC CASH BALANCE PLANCashBalance$924K32025
Retirement plans
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