Original filing (PDF)20250327132908NAL0035558178001

WAVE TITLE AGENCY

Name: WAVE TITLE AGENCY — WAVE TITLE AGENCY SOCA BENEFIT PLAN, Form 5500 (2023)
Creator: WAVE TITLE AGENCY

Form 5500-SF

FILING_RECEIVED

WAVE TITLE AGENCY SOCA BENEFIT PLAN

Health & welfare plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

Plan health score (directional)

—

/ 100

Limited data

Limited public data — directional only

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 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WAVE TITLE AGENCY.

Plan sponsor

Name

WAVE TITLE AGENCY

EIN

20-0601299

Address

35 E MARKET STREET · SPRINGBORO, OH · 45066

Phone

(937) 440-3455

Industry

Professional & Technical Servicessee all

Plan administrator

Name

MATT APPENZELLER

EIN

47-1277622

City

CINCINNATI, OH

Phone

(513) 452-5103

Plan characteristics

Plan number

501

Plan year

2023

Plan year begin

2023-09-01

Tax period

2024-08-31

Filed

2025-03-27

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 Professional & Technical Services plans

PEARSON & PEARSON, L.L.P.

PEARSON & PEARSON, L.L.P. PROFIT SHARING PLAN

THE GREENFIELD PROJECT

THE GREENFIELD PROJECT 401(K) P/S PLAN

FEIEREISEL & KASBOHM, LLC

FEIEREISEL & KASBOHM, LLC 401(K) PROFIT SHARING PLAN

ZANARAS REPORTING & VIDEO, LLC

ZANARAS REPORTING & VIDEO, LLC CASH BALANCE PENSION PLAN

NATIONAL WOMEN'S LAW CENTER

NATIONAL WOMEN'S LAW CENTER TDA