Original filing (PDF)20240403183927NAL0015189201001

ZEVAN DAVIDSON ROMAN LLC

Name: ZEVAN DAVIDSON ROMAN LLC — ZEVAN DAVIDSON ROMAN LLC DEFINED BENEFIT PENSION PLAN, Form 5500 (2023)
Creator: ZEVAN DAVIDSON ROMAN LLC

Form 5500-SF

FILING_RECEIVED

ZEVAN DAVIDSON ROMAN LLC DEFINED BENEFIT PENSION PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$2.5M

Net assets (EOY)

$2.5M

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

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ZEVAN DAVIDSON ROMAN LLC.

Plan sponsor

Name

ZEVAN DAVIDSON ROMAN LLC

EIN

81-4533882

Address

211 N. BROADWAY SUITE 2675 · ST. LOUIS, MO · 63102

Phone

(314) 504-6877

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-04-03

Pension benefit codes

1A · Pay-related DB formula

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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