Original filing (PDF)20240410153121NAL0044042946001

WALLER LANSDEN DORTCH & DAVIS

Name: WALLER LANSDEN DORTCH & DAVIS — WALLER LANSDEN DORTCH & DAVIS 401(K) RETIREMENT PLAN II, Form 5500 (2023)
Creator: WALLER LANSDEN DORTCH & DAVIS

Form 5500

FILING_RECEIVED

WALLER LANSDEN DORTCH & DAVIS 401(K) RETIREMENT PLAN II

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

—

Net assets (EOY)

—

How this plan invests

This plan

1 collective trust

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

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

100

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 WALLER LANSDEN DORTCH & DAVIS.

Plan sponsor

Name

WALLER LANSDEN DORTCH & DAVIS

EIN

62-0479474all filings

Address

511 UNION STREET · SUITE 2700 · NASHVILLE, TN · 37219

Phone

(615) 850-8816

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

004

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-06-30

Filed

2024-04-10

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

2S · Automatic enrollment

Service providers (Schedule C)

No Schedule C providers reported

Investments

1 pooled fund· $0

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.