Original filing (PDF)20240730132139NAL0034270528002

DAVID R. CUSTIN & ASSOCIATES, INC.

Name: DAVID R. CUSTIN & ASSOCIATES, INC. — DAVID R. CUSTIN & ASSOCIATES, INC. CASH BALANCE PLAN, Form 5500 (2023)
Creator: DAVID R. CUSTIN & ASSOCIATES, INC.

Form 5500-SF

FILING_RECEIVED

DAVID R. CUSTIN & ASSOCIATES, INC. CASH BALANCE PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

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 DAVID R. CUSTIN & ASSOCIATES, INC..

Plan sponsor

Name

DAVID R. CUSTIN & ASSOCIATES, INC.

EIN

65-0952817all filings

Address

6401 SW 113TH PLACE · MIAMI, FL · 33173

Phone

(786) 703-6098

Industry

All Other Professional Services· Professional & Technical Servicessee all

Plan administrator