Original filing (PDF)20250818075355NAL0000519811001

DREYFUSS WILLIAMS & ASSOCIATES, CO. L.P.A.

Name: DREYFUSS WILLIAMS & ASSOCIATES, CO. L.P.A. — DREYFUSS WILLIAMS & ASSOCIATES CO., L.P.A. CASH BALANCE PLAN, Form 5500 (2024)
Creator: DREYFUSS WILLIAMS & ASSOCIATES, CO. L.P.A.

Form 5500-SF

FILING_RECEIVED

DREYFUSS WILLIAMS & ASSOCIATES CO., L.P.A. CASH BALANCE PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$2.1M

Net assets (EOY)

$2.1M

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

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DREYFUSS WILLIAMS & ASSOCIATES, CO. L.P.A..

Plan sponsor

Name

DREYFUSS WILLIAMS & ASSOCIATES, CO. L.P.A.

EIN

34-1571329

Address

6060 ROCKSIDE WOODS BLVD N STE 235 · INDEPENDENCE, OH · 44131

Phone

(216) 916-1840

Industry

Law Offices· Professional & Technical Servicessee 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

2025-08-18

Pension benefit codes

1A · Pay-related DB formula

1C · Cash balance or similar hybrid DB

1I · Frozen plan — no new benefit accrual

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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