How big is Zevan Davidson Roman LLC's plan?

Zevan Davidson Roman LLC's plan reported $2.5M in assets and 7 participants for 2023.

Original filing (PDF)20240403183927NAL0015189201001

Zevan Davidson Roman LLC

Name: Zevan Davidson Roman LLC — Zevan Davidson Roman LLC, Form 5500 (2023)
Creator: Zevan Davidson Roman LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Zevan Davidson Roman LLC Defined Benefit Pension Plan

Defined-benefit pension plan · Zevan Davidson Roman LLC's Zevan Davidson Roman LLC Defined Benefit Pension Plan held $2.5M in plan assets for 7 participants in 2023.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$2.5M

Net assets (EOY)

$2.5M

Plan identifiers

Zevan Davidson Roman LLC's EIN is 81-4533882.

EIN 81-4533882

Plan number 001

Plan year 2023

ACK ID 20240403183927NAL0015189201001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Zevan Davidson Roman LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Zevan Davidson Roman LLC's plan includes a defined-benefit pension formula.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ZEVAN DAVIDSON ROMAN LLC.

Finding similar companies…

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