Original filing (PDF)20250725120919NAL0003161859001

JR & V INVESTMENTS

Name: JR & V INVESTMENTS — JR & V INVESTMENTS OFB BENEFIT PLAN, Form 5500 (2024)
Creator: JR & V INVESTMENTS

Form 5500-SF

FILING_RECEIVED

JR & V INVESTMENTS OFB BENEFIT PLAN

Health & welfare plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$611

Net assets (EOY)

$254

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 JR & V INVESTMENTS.

Plan sponsor

Name

JR & V INVESTMENTS

EIN

26-2146774all filings

Address

19737 MISTY LAKE DR · STRONGSVILLE, OH · 441367459

Phone

(440) 283-7000

Industry

Other Services (ex. Public Admin)see all

Plan administrator

Name

TREVOR KIRKPATRICK

EIN

81-1291972

City

COLUMBUS, OH

Phone

(614) 249-2400

Plan characteristics

Plan number

501

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-25

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 Other Services (ex. Public Admin) plans

JOHN GRIFFITH TRANSPORT, INC.

JOHN GRIFFITH TRANSPORT, INC. OFB BENEFIT PLAN

$614 · 6 participants

EMERALD AT BRICKELL CONDO ASSOCIATION

EMERALD AT BRICKELL CONDO ASSOCIATION GHT BENEFIT PLAN

$589 · 6 participants

POWAY CHAMBER OF COMMERCE

POWAY CHAMBER OF COMMERCE 401(K) PLAN

$554 · 4 participants

REILY & BINGHAM

REILY & BINGHAM CBS BENEFIT PLAN

$697 · 5 participants

GATEWAY FOUNDATION

GATEWAY FOUNDATION MCF BENEFIT PLAN

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