Original filing (PDF)20251211160929NAL0007576834001

ROBERT COSTAS, LTD.

Name: ROBERT COSTAS, LTD. — ROBERT COSTAS, LTD. CASH BALANCE PLAN & TRUST, Form 5500 (2024)
Creator: ROBERT COSTAS, LTD.

Form 5500-SF

FILING_RECEIVED

ROBERT COSTAS, LTD. CASH BALANCE PLAN & TRUST

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

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 ROBERT COSTAS, LTD..

Plan sponsor

Name

ROBERT COSTAS, LTD.

EIN

43-1154323

Address

130 S. BEMISTON AVE, SUITE 605 · CLAYTON, MO · 63105

Phone

(314) 726-0444

Industry

Information / Tech / Mediasee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2025-01-01

Tax period

2025-12-02

Filed

2025-12-11

Pension benefit codes

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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