Original filing (PDF)20241015200822NAL0030830177001

DEX CONSULTING, LLC

Name: DEX CONSULTING, LLC — DEX CONSULTING, LLC CASH BALANCE PLAN, Form 5500 (2023)
Creator: DEX CONSULTING, LLC

Form 5500-SF

FILING_RECEIVED

DEX CONSULTING, LLC CASH BALANCE PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$130K

Net assets (EOY)

$130K

Plan health score

Above-average plan

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

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (2nd percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for DEX CONSULTING, LLC.

Plan sponsor

Name

DEX CONSULTING, LLC

EIN

30-1166459all filings

Address

475 METRO PLACE SOUTH · SUITE 110 · DUBLIN, OH · 43017

Phone

(614) 582-7195

Industry

CPA Offices· Professional & Technical Servicessee 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

2024-10-15

Pension benefit codes

1C · Cash balance or similar hybrid DB

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

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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