Original filing (PDF)20241105095825NAL0008642993001

DEVOY BAKER GROUP, LLC

Name: DEVOY BAKER GROUP, LLC — DEVOY BAKER GROUP, LLC CASH BALANCE PLAN, Form 5500 (2023)
Creator: DEVOY BAKER GROUP, LLC

Form 5500-SF

FILING_RECEIVED

DEVOY BAKER GROUP, LLC CASH BALANCE PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

Plan health score

/ 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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DEVOY BAKER GROUP, LLC.

Plan sponsor

Name

DEVOY BAKER GROUP, LLC

EIN

81-0925915

Address

101 NORTH MAIN · BROOKFIELD, MO · 64628

Phone

(660) 258-2233

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2023

Plan year begin

2024-01-01

Tax period

2024-06-21

Filed

2024-11-05

Pension benefit codes

1A · Pay-related DB formula

1C · Cash balance or similar hybrid DB

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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