Original filing (PDF)20250729140910NAL0006088274001

EVERTZ TECHNOLOGY SERVICES

Name: EVERTZ TECHNOLOGY SERVICES — EVERTZ TECHNOLOGY SERVICES SOCA BENEFIT PLAN, Form 5500 (2024)
Creator: EVERTZ TECHNOLOGY SERVICES

Form 5500-SF

FILING_RECEIVED

EVERTZ TECHNOLOGY SERVICES SOCA BENEFIT PLAN

Health & welfare 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

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for EVERTZ TECHNOLOGY SERVICES.

Plan sponsor

Name

EVERTZ TECHNOLOGY SERVICES

EIN

04-3694118

Address

2601 S VERITY PKWY BLDG 102 · MIDDLETOWN, OH · 45044

Phone

(513) 422-0840

Industry

Manufacturingsee all

Plan administrator

Name

MATT APPENZELLER

EIN

47-1277622

City

CINCINNATI, OH

Phone

(513) 452-5103

Plan characteristics

Plan number

501

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-29

Welfare benefit codes

4A · Health (other than dental or vision)

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

Related plans

Similar-size Manufacturing plans

NATIONAL LASER COMPANY

NATIONAL LASER COMPANY EMPLOYEES' 401(K) PLAN

OEPIC SEMICONDUCTORS, INC

OEPIC SEMICONDUCTORS, INC 401(K) PLAN

UCUN TECHNOLOGY, INC.

UCUN TECHNOLOGY, INC. RETIREMENT PLAN

DYE PLUMBING INC

DYE PLUMBING INC SOCA BENEFIT PLAN

I-TECH E-SERVICES, LLC

I-TECH E-SERVICES, LLC 401K PLAN