Original filing (PDF)20250327132837NAL0017365457001

TODD HOMES LLC

Name: TODD HOMES LLC — TODD HOMES LLC SOCA BENEFIT PLAN, Form 5500 (2023)
Creator: TODD HOMES LLC

Form 5500-SF

FILING_RECEIVED

TODD HOMES LLC SOCA BENEFIT PLAN

Health & welfare plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$4K

Net assets (EOY)

$1K

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 TODD HOMES LLC.

Plan sponsor

Name

TODD HOMES LLC

EIN

20-8130710all filings

Address

7791 JOAN DR · WEST CHESTER, OH · 45069

Phone

(513) 887-1111

Industry

Constructionsee 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 Construction plans

MAKENA CONSTRUCTION

MAKENA CONSTRUCTION BUILDERS EXCHANGE BENEFIT PLAN

$4K · 4 participants

1844CARKEYZ LLC

1844CARKEYZ LLC 401(K) PROFIT SHARING PLAN & TRUST

$4K · 4 participants

CHS CONSTRUCTION LLC

CHS CONSTRUCTION LLC 401(K) PROFIT SHARING PLAN & TRUST

$4K · 6 participants

THE DESIGN CENTER LLC

THE DESIGN CENTER LLC SOCA BENEFIT PLAN

$4K · 2 participants

AVI SOLUTIONS LLC

AVI SOLUTIONS LLC 401(K)

$4K · 3 participants

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