Retirement plan

JULIETTE CD VAUGHN

Name: JULIETTE CD VAUGHN - JULIETTE CD VAUGHN (2025) Form 5500
Creator: JULIETTE CD VAUGHN
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, JULIETTE CD VAUGHN, JULIETTE CD VAUGHN

JULIETTE CD VAUGHNEIN 46-4329910Plan #001PY 2025

1015 ALHAMBRA DRIVE N - JACKSONVILLE, FL 32207904-993-3618

Prospect flagsHigh assets / participant

How to read this page

Total assets (EOY)

$642K

+25.4% from 2024

Total participants

0.0% from 2024

Average account balance

$642,091

+25.4% from 2024

Annual return

17.14%

+8.37 pp from 2024

Benchmarks

See 15,991 peers

Peer group

Industry53 - Real Estate and Rental and Leasing

Plan typeDefined contribution

Participants<25

Cohort15,991 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$642K

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$642K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$42K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$42K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+17.14%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2J

Plan features

2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.

Opportunity flags

1 tripped

InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$642,091

$180,749+255.2%

$160,784+299.4%

$137,256+367.8%

Participation rate

100.0%

80.0%+20.0pp

77.0%+23.0pp

80.0%+20.0pp

Annual return

17.14%

2234.46%-2217.3pp

1803.92%-1786.8pp

220.34%-203.2pp

Employer contribution / active EE

$11,752

$4,155+182.8%

$3,733+214.8%

$4,156+182.8%

Participant deferral / active EE

$30,500

$6,844+345.6%

$6,293+384.7%

$6,407+376.1%

Admin fee / account holder

$10,397-100.0%

$9,717-100.0%

$12,270-100.0%

JULIETTE CD VAUGHN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

JULIETTE CD VAUGHN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion