Original filing (PDF)20251126141154NAL0007020576001

ST. CLAIR ADVISORS

Name: ST. CLAIR ADVISORS — ST. CLAIR ADVISORS SOCA BENEFIT PLAN, Form 5500 (2024)
Creator: ST. CLAIR ADVISORS

Form 5500-SF

FILING_RECEIVED

ST. CLAIR ADVISORS SOCA BENEFIT PLAN

Health & welfare plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

Plan health score (directional)

—

/ 100

Limited data

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

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ST. CLAIR ADVISORS.

Plan sponsor

Name

ST. CLAIR ADVISORS

EIN

26-1481384

Address

6120 PARKLAND BLVD · STE 306 · CLEVELAND, OH · 44124

Phone

(216) 925-5670

Industry

Finance & Insurancesee 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 Finance & Insurance plans

IDA INSURANCE TRUST

HAND BENEFITS & TRUST COMPANY

FACETS LIFESTYLE MODERATE

CHESAPEAKE STREET MANAGEMENT LLC

PEAK STREET MANAGEMENT 401(K) PLAN

ULLICO INVESTMENT ADVISORS INC

ULLICO INVESTMENT ADVISORS INTERNATIONAL GROUP TRUST ULLICO INTERNATIONAL FUND

HAND BENEFITS & TRUST COMPANY

FIRST TRUST TARGET DATE FUND 2050