Original filing (PDF)20251007092235NAL0011108674001

DAVIS-ROD LLC DBA TACO CASA

Name: DAVIS-ROD LLC DBA TACO CASA — DAVIS-ROD LLC 401(K) PLAN, Form 5500 (2024)
Creator: DAVIS-ROD LLC DBA TACO CASA

Form 5500-SF

FILING_RECEIVED

DAVIS-ROD LLC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$745K

Net assets (EOY)

$745K

Plan health score (directional)

/ 100

Grade B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DAVIS-ROD LLC DBA TACO CASA.

Plan sponsor

Name

DAVIS-ROD LLC DBA TACO CASA

EIN

13-4207196

Address

9550 CLIFFORD STREET · FORT WORTH, TX · 76108

Phone

(817) 597-1685

Industry

Accommodation & Food Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-07

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

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

Service providers (Schedule C)

Small plans don't disclose service providers

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