Original filing (PDF)20251013143318NAL0001521505001

D & G RETAIL SERVICES, LLC

Name: D & G RETAIL SERVICES, LLC — D & G RETAIL SERVICES CASH BALANCE PLAN & TRUST, Form 5500 (2024)
Creator: D & G RETAIL SERVICES, LLC

Form 5500-SF

FILING_RECEIVED

D & G RETAIL SERVICES CASH BALANCE PLAN & TRUST

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$2.6M

Net assets (EOY)

$2.6M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

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 D & G RETAIL SERVICES, LLC.

Plan sponsor

Name

D & G RETAIL SERVICES, LLC

EIN

26-2927244

Address

14999 PRESTON ROAD, SUITE 620 · DALLAS, TX · 75240

Phone

(972) 380-1313

Industry

Retail Tradesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-13

Pension benefit codes

1C · Cash balance or similar hybrid DB

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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