Original filing (PDF)20240508093039NAL0037329745001

RELOCATION PLANNERS LLC

Name: RELOCATION PLANNERS LLC — RELOCATION PLANNERS LLC 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2023)
Creator: RELOCATION PLANNERS LLC

Form 5500-SF

FILING_RECEIVED

RELOCATION PLANNERS LLC 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$19K

Net assets (EOY)

$19K

Plan health score

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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for RELOCATION PLANNERS LLC.

Plan sponsor

Name

RELOCATION PLANNERS LLC

EIN

20-1515835

Address

4119 TONYA TRAIL · HAMILTON, OH · 45011

Phone

(513) 405-7356

Industry