Original filing (PDF)20251126140640NAL0004726753001

FENESTRATION EQUIPMENT SALES LLC

Name: FENESTRATION EQUIPMENT SALES LLC — FENESTRATION EQUIPMENT SALES LLC SOCA BENEFIT PLAN, Form 5500 (2024)
Creator: FENESTRATION EQUIPMENT SALES LLC

Form 5500-SF

FILING_RECEIVED

FENESTRATION EQUIPMENT SALES LLC SOCA BENEFIT PLAN

Health & welfare plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$17K

Net assets (EOY)

$6K

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

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

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FENESTRATION EQUIPMENT SALES LLC.

Plan sponsor

Name

FENESTRATION EQUIPMENT SALES LLC

EIN

26-1147532

Address

27850 REXFORD RD · BAY VILLAGE, OH · 44140

Phone

(440) 899-5658

Industry

Agriculture, Forestry, Fishing, Huntingsee 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

2024-05-01

Tax period

2025-04-30

Filed

2025-11-26

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 Agriculture, Forestry, Fishing, Hunting plans

DAVID MILLS FARM

DAVID MILLS FARM RETIREMENT PLAN

$17K · 1 participants

BRIAN J. KJERGAARD

BRIAN J. KJERGAARD 401(K) PLAN

$18K · 4 participants

BARBOUR & FLOYD MEDICAL ASSOCIATES

BARBOUR & FLOYD MEDICAL ASSOCIATES 401(K) PROFIT SHARING AND TRUST

$17K · 4 participants

ECO ENTERPRISES, LLC

ECO ENTERPRISES, LLC 401(K) PLAN

$18K · 409 participants

TRUX MOBILE REPAIR, INC.

TRUX MOBILE REPAIR, INC. 401(K) RETIREMENT PLAN

$17K · 1 participants