Original filing (PDF)20231120121711NAL0002641394001

DIRECTIONS EQUITY, LLC

Name: DIRECTIONS EQUITY, LLC — DIRECTIONS EQUITY, LLC RETIREMENT TRUST, Form 5500 (2022)
Creator: DIRECTIONS EQUITY, LLC

Form 5500-SF

FILING_RECEIVED

DIRECTIONS EQUITY, LLC RETIREMENT TRUST

401(k) retirement plan

Signals · 1

Late filing · 3.2 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

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 50% of scoring inputs for this filing.

Compliance & integrity

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Decision-maker contacts

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

Plan sponsor

Name

DIRECTIONS EQUITY, LLC

EIN

26-0848316

Address

2915 WEST BITTERS RD STE 102 · SAN ANTONIO, TX · 78248

Phone

(210) 257-0642

Industry

Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-09-30

Filed

2023-11-20

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)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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