Original filing (PDF)20240717013406NAL0005988096001

DS ADVISORS, LLC

Name: DS ADVISORS, LLC — DS ADVISORS LLC 401(K) PLAN, Form 5500 (2023)
Creator: DS ADVISORS, LLC

Form 5500-SF

FILING_RECEIVED

DS ADVISORS LLC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$271K

Net assets (EOY)

$271K

Plan health score

/ 100

Grade A

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DS ADVISORS, LLC.

Plan sponsor

Name

DS ADVISORS, LLC

EIN

11-3839473

Address

PO BOX 310850 · MIAMI, FL · 33231

Phone

(917) 293-0556

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-07-17

Pension benefit codes

2E · Profit-sharing

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

2G · Total participant-directed accounts

2J · 401(k) feature

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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