Original filing (PDF)20240821112319NAL0006879440001

DOUGLASS & ASSOCIATES CO., L.P.A.

Name: DOUGLASS & ASSOCIATES CO., L.P.A. — DOUGLASS & ASSOCIATES CO., L.P.A. CASH BALANCE PLAN, Form 5500 (2023)
Creator: DOUGLASS & ASSOCIATES CO., L.P.A.

Form 5500-SF

FILING_RECEIVED

DOUGLASS & ASSOCIATES CO., L.P.A. CASH BALANCE PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

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