Original filing (PDF)20251006225705NAL0004227281001

DISCIPLINED INVESTORS, LLC

Name: DISCIPLINED INVESTORS, LLC — DISCIPLINED INVESTORS, LLC CASH BALANCE PLAN, Form 5500 (2024)
Creator: DISCIPLINED INVESTORS, LLC

Form 5500-SF

FILING_RECEIVED

DISCIPLINED INVESTORS, LLC CASH BALANCE PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

Plan health score

100

/ 100

Grade A

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DISCIPLINED INVESTORS, LLC.

Plan sponsor

Name

DISCIPLINED INVESTORS, LLC

EIN

74-2889405

Address

100 NORTH 6TH ST., STE. 500 · WACO, TX · 76701

Phone

(254) 755-8622

Industry

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

2025-10-06

Pension benefit codes

1C · Cash balance or similar hybrid DB

1D · Floor-offset DB

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

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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