Original filing (PDF)20250129082232NAL0028509714001

DTW RESEARCH, INC.

Name: DTW RESEARCH, INC. — DTW RESEARCH, INC. CASH BALANCE PLAN, Form 5500 (2022)
Creator: DTW RESEARCH, INC.

Form 5500-SF

FILING_RECEIVED

DTW RESEARCH, INC. CASH BALANCE PLAN

Defined-benefit pension plan

Signals · 1

Late filing · 19.5 mo

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

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 50% of scoring inputs for this filing.

Compliance & integrity

Total plan cost

n/a

Plan health

n/a

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DTW RESEARCH, INC..

Plan sponsor

Name

DTW RESEARCH, INC.

EIN

46-3057699

Address

4812 FIRST COAST HIGHWAY · AMELIA ISLAND, FL · 32034

Phone

(904) 491-1110

Industry

Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-07-30

Filed

2025-01-29

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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