Original filing (PDF)20240419154514NAL0008243184001

DD CAPITAL, LLC

Name: DD CAPITAL, LLC — DD CAPITAL, LLC CASH BALANCE PLAN, Form 5500 (2023)
Creator: DD CAPITAL, LLC

Form 5500-SF

FILING_RECEIVED

DD CAPITAL, LLC CASH BALANCE PLAN

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 DD CAPITAL, LLC.

Plan sponsor

Name

DD CAPITAL, LLC

EIN

47-4619932

Address

5750 S. ULSTER CIRCLE E. · SUITE 300 · GREENWOOD VILLAGE, CO · 80111

Phone

(303) 900-1910

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-04-19

Pension benefit codes

1A · Pay-related DB formula

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

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