Original filing (PDF)20250729141036NAL0007736850001

GUNDRUM & ASSOCIATES INC

Name: GUNDRUM & ASSOCIATES INC — GUNDRUM & ASSOCIATES INC SOCA BENEFIT PLAN, Form 5500 (2024)
Creator: GUNDRUM & ASSOCIATES INC

Form 5500-SF

FILING_RECEIVED

GUNDRUM & ASSOCIATES INC SOCA BENEFIT PLAN

Health & welfare plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$127

Net assets (EOY)

$45

Plan health score (directional)

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

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for GUNDRUM & ASSOCIATES INC.

Plan sponsor

Name

GUNDRUM & ASSOCIATES INC

EIN

20-3012526all filings

Address

401 SUNNY ACRES DRIVE · CINCINNATI, OH · 45255

Phone

(513) 476-5220

Industry

Wholesale Tradesee 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

2024-04-01

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 Wholesale Trade plans

OIL AND OCTANE SHOP INC

OIL AND OCTANE SHOP INC MCF BENEFIT PLAN

$142 · 2 participants

NEXTEEL AMERICA LLC

NEXTEEL AMERICA LLC RETIREMENT TRUST

$80 · 1 participants

TECHS BEST DISTRIBUTION INC.

TECHS BEST DISTRIBUTION INC. 401(K) PLAN

$184 · 2 participants

ZENITH 11 DISTRIBUTORS LLC

ZENITH 11 DISTRIBUTORS LLC 401(K) PLAN

RED WAGON GROVES, INC.

RED WAGON GROVES, INC. 401(K) PLAN

$7 · 4 participants

Researching more plans? Run a Form 5500 search by company name, EIN, or plan name.