Original filing (PDF)20251001120100NAL0012581105001

DONNER APPLEWHITE

Name: DONNER APPLEWHITE — DONNER APPLEWHITE 401(K) PLAN, Form 5500 (2024)
Creator: DONNER APPLEWHITE

Form 5500-SF

FILING_RECEIVED

DONNER APPLEWHITE 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$46K

Net assets (EOY)

$46K

Plan health score

/ 100

Grade B

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DONNER APPLEWHITE.

Plan sponsor

Name

DONNER APPLEWHITE

EIN

45-3622608

Address

906 OLIVE ST STE 1110 · SAINT LOUIS, MO · 63101

Phone

(314) 396-5430

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-01

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2T · Default investment account (QDIA)

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

2E · Profit-sharing

2J · 401(k) feature

2R · Participant-directed brokerage (SDBA)

3B · Covers self-employed individuals

Service providers (Schedule C)

Small plans don't disclose service providers

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