Original filing (PDF)20240730090916NAL0033765968001

C LEE ROW DDS AND GREGORY A PU

Name: C LEE ROW DDS AND GREGORY A PU — C LEE ROW DDS AND GREGORY A PU 401(K) PROFIT SHARING PLAN AND TRUST, Form 5500 (2023)
Creator: C LEE ROW DDS AND GREGORY A PU

Form 5500-SF

FILING_RECEIVED

C LEE ROW DDS AND GREGORY A PU 401(K) PROFIT SHARING PLAN AND TRUST

401(k) retirement plan

Signals · 1

Late filing · 5.1 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan health score (directional)

/ 100

Grade B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for C LEE ROW DDS AND GREGORY A PU.

Plan sponsor

Name

C LEE ROW DDS AND GREGORY A PU

EIN

43-1766777

Address

510 BAXTER RD STE 3 · CHESTERFIELD, MO · 630177032

Phone

(636) 391-1911

Industry

Manufacturingsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-04-11

Filed

2024-07-30

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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