Original filing (PDF)20250319091916NAL0009120274001

WORTHINGTON DIRECT HOLDINGS, LLC

Name: WORTHINGTON DIRECT HOLDINGS, LLC — WORTHINGTON DIRECT HOLDINGS, LLC CASH BALANCE PENSION PLAN AND TRUST, Form 5500 (2024)
Creator: WORTHINGTON DIRECT HOLDINGS, LLC

Form 5500-SF

FILING_RECEIVED

WORTHINGTON DIRECT HOLDINGS, LLC CASH BALANCE PENSION PLAN AND TRUST

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 WORTHINGTON DIRECT HOLDINGS, LLC.

Plan sponsor

Name

WORTHINGTON DIRECT HOLDINGS, LLC

EIN

75-2693807

Address

6301 GASTON AVE., SUITE 670 · DALLAS, TX · 75214

Phone

(800) 599-6636

Industry

Wholesale Tradesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2025-01-01

Tax period

2025-02-28

Filed

2025-03-19

Pension benefit codes

1A · Pay-related DB formula

1C · Cash balance or similar hybrid DB

1H · PBGC-terminated and closed out

1I · Frozen plan — no new benefit accrual

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

Small plans don't disclose service providers

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