Original filing (PDF)20241205141521NAL0003102339001

ETHOS HOLDING CORP.

Name: ETHOS HOLDING CORP. — ETHOS HOLDING CORP 401K & PROFIT SHARING PLAN, Form 5500 (2023)
Creator: ETHOS HOLDING CORP.

Form 5500

FILING_RECEIVED

ETHOS HOLDING CORP 401K & PROFIT SHARING PLAN

401(k) retirement plan

Signals · 1

Late filing · 0.6 mo

Active participants

206

Accounts w/ balance

203

Plan assets (EOY)

$5.4M

Net assets (EOY)

$5.4M

How this plan invests

This plan

1 collective trust

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

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

Concentration risk

Total plan cost

100

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ETHOS HOLDING CORP..

Plan sponsor

Name

ETHOS HOLDING CORP.

EIN

27-3012584

Address

29 E 6TH STREET · NEWPORT, KY · 41071

Phone

(513) 889-4423

Industry

Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-12-05

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

3D · Pre-approved plan (master / prototype / VS)

3F · Sponsor used leased employees

Audit & trust (Schedule H)

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
VOYA RETIREMENT INSURANCE & ANNUITY	71-0294708	—	RECORDKEEPER	$6K	—

Investments

1 pooled fund· $5.3M(98% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.

Investment	Type	Current value	% of plan
VARIABLE ANNUITY ACCOUNT D VOYA RETIREMENT INSURANCE & ANNUITY CO · EIN 71-0294708 / PN 000	Pooled Separate Account	$5.3M	97.6%

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