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CLEMENTS, TAYLOR, BUTKOVICH & COHEN, LPA, CO. — CLEMENTS, TAYLOR, BUTKOVICH & COHEN, LPA, CO. 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250326073939NAL0011191347001
CLEMENTS, TAYLOR, BUTKOVICH & COHEN, LPA, CO.
Form 5500-SF
FILING_RECEIVED
CLEMENTS, TAYLOR, BUTKOVICH & COHEN, LPA, CO. 401(K) PLAN
401(k) retirement plan
Active participants
4
Accounts w/ balance
9
Plan assets (EOY)
$3.7M
Net assets (EOY)
$3.7M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
CLEMENTS, TAYLOR, BUTKOVICH & COHEN, LPA, CO.
.
Find decision makers
Plan sponsor
Name
CLEMENTS, TAYLOR, BUTKOVICH & COHEN, LPA, CO.
EIN
20-0287574
Address
810 SYCAMORE ST. · 5TH FLOOR · CINCINNATI, OH · 45202
Phone
(513) 721-6500
Industry
Law Offices
· Professional & Technical Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-03-26
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
Service providers (Schedule C)
Small plans don't disclose service providers
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Helping the score
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Trustee phone
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