Original filing (PDF)20251007132505NAL0002705203001

FINZER BROTHERS BENEFICIAL ASSOC

Name: FINZER BROTHERS BENEFICIAL ASSOC — FINZER BROTHERS BENEFICIAL ASSOCIATION, Form 5500 (2024)
Creator: FINZER BROTHERS BENEFICIAL ASSOC

Form 5500

FILING_RECEIVED

FINZER BROTHERS BENEFICIAL ASSOCIATION

Health & welfare plan

Signals · 3

100% in single holding~423 bps in Sched C feesNo recordkeeper disclosed

Active participants

300

Accounts w/ balance

—

Plan assets (EOY)

$306K

Net assets (EOY)

$301K

How this plan invests

This plan

1 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)

/ 100

Grade B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FINZER BROTHERS BENEFICIAL ASSOC.

Plan sponsor

Name

FINZER BROTHERS BENEFICIAL ASSOC

EIN

23-7094204

Address

PO BOX 430 · SUGARCREEK, OH · 44681

Phone

(330) 852-2424

Industry

Manufacturingsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

504

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-07

Welfare benefit codes

4A · Health (other than dental or vision)

4E · Vision

4F · Temporary Disability (accident and sickness)

Audit & trust (Schedule H)

Auditor

HALL, KISTLER & CO LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

1 rows

Other

Name	EIN	Location	Relation	Direct comp	Indirect comp
HALL, KISTLER & COMPANY LLP	34-0715770	—	—	$13K	—

Investments

1 direct security· $69K(22% of reported assets)

PI	Investment	Type	Shares / units	Cost	Current value	% of plan
	Certificates of deposit, at rates Various financial ranging from 4.94% to 4.98% and	—	—	$69K	$69K	22.5%

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