Original filing (PDF)20250425122700NAL0008867201001

THE LAW FIRM OF DAVID C. CHAVEZ, LLC

Name: THE LAW FIRM OF DAVID C. CHAVEZ, LLC — THE LAW FIRM OF DAVID C. CHAVEZ, LLC CASH BALANCE PLAN, Form 5500 (2024)
Creator: THE LAW FIRM OF DAVID C. CHAVEZ, LLC

Form 5500-SF

FILING_RECEIVED

THE LAW FIRM OF DAVID C. CHAVEZ, LLC CASH BALANCE PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$2.7M

Net assets (EOY)

$2.7M

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 THE LAW FIRM OF DAVID C. CHAVEZ, LLC.

Plan sponsor

Name