Original filing (PDF)20250929155002NAL0005120547001

DONALD L. SCALES ATTORNEY AT LAW LLC

Name: DONALD L. SCALES ATTORNEY AT LAW LLC — DONALD SCALES CASH BALANCE PENSION PLAN, Form 5500 (2024)
Creator: DONALD L. SCALES ATTORNEY AT LAW LLC

Form 5500-SF

FILING_RECEIVED

DONALD SCALES CASH BALANCE PENSION PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$554K

Net assets (EOY)

$554K

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for DONALD L. SCALES ATTORNEY AT LAW LLC.

Plan sponsor

Name

DONALD L. SCALES ATTORNEY AT LAW LLC

EIN

20-5866077

Address

217 LAUREL STREET · MEDFORD, OR · 975013003

Phone

(541) 772-2363

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator