· 2022–2024 · DOL EFAST2

DORMAN LEGACY ADVISORS, LLC — DORMAN LEGACY ADVISORS, LLC CASH BALANCE PENSION PLAN, Form 5500 (2024)

Original filing (PDF)20250616095409NAL0002119346001

DORMAN LEGACY ADVISORS, LLC

Form 5500-SF

FILING_RECEIVED

DORMAN LEGACY ADVISORS, LLC CASH BALANCE PENSION PLAN

Defined-benefit pension plan

Active participants

3

Accounts w/ balance

—

Plan assets (EOY)

$107K

Net assets (EOY)

$107K

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

75

Knocking points off

Plan is frozen (1I) — no new benefit accrual.

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for DORMAN LEGACY ADVISORS, LLC.

Plan sponsor

Name

DORMAN LEGACY ADVISORS, LLC

EIN

46-4239463all filings

Address

1093 MEDINA RD · SUITE 201 · MEDINA, OH · 44256

Phone

(330) 350-5410

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-06-16

Pension benefit codes

1C · Cash balance or similar hybrid DB

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

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

Related plans

Similar-size Insurance Agencies & Brokerages plans

RICK SMITH INSURANCE AGENCY INC

RICK SMITH INSURANCE AGENCY INC 401(K) PLAN

$107K · 9 participants

JENNIFER OBRIEN INSURANCE AGENCY INC

JENNIFER O'BRIEN INSURANCE AGENCY INC 401(K) PLAN

$107K · 24 participants

JACKSON INSURANCE VA, INC.

JACKSON INSURANCE 401(K) PLAN

$107K · 1 participants

DBH INC. 401(K) PLAN

$107K · 2 participants

TIMOTHY SHANTO INSURANCE AGENCY, INC.

TIMOTHY SHANTO INSURANCE AGENCY, INC. 401(K) PLAN

Researching more plans? Run a look up another company's Form 5500 by company name, EIN, or plan name.