Original filing (PDF)20241129074116NAL0003784275001

FRAZIER FIN ADVISORS

Name: FRAZIER FIN ADVISORS — FRAZIER FIN ADVISORS SOCA BENEFIT PLAN, Form 5500 (2023)
Creator: FRAZIER FIN ADVISORS

Form 5500-SF

FILING_RECEIVED

FRAZIER FIN ADVISORS SOCA BENEFIT PLAN

Health & welfare plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

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 FRAZIER FIN ADVISORS.

Plan sponsor

Name

FRAZIER FIN ADVISORS

EIN

30-0856485

Address

6300 FRANTZ RD · DUBLIN, OH · 43017

Phone

(614) 793-8297

Industry

Information / Tech / Mediasee all

Plan administrator

Name

MATT APPENZELLER

EIN

47-1277622

City

CINCINNATI, OH

Phone

(513) 452-5103

Plan characteristics

Plan number

501

Plan year

2023

Plan year begin

2023-05-01

Tax period

2024-04-30

Filed

2024-11-29

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 Information / Tech / Media plans

PRECISION AUTOCRAFT

PRECISION AUTOCRAFT CBIN BENEFIT PLAN

GATEWAY MASTERING STUDIOS, INC.

GATEWAY MASTERING STUDIOS, INC. 401(K) PROFIT SHARING PLAN

BSE PARTNERS LLC

BSE PARTNERS LLC SOCA BENEFIT PLAN

SOUND OF MUSIC GLOBAL PRODUCTIONS, LLC

SOUND OF MUSIC GLOBAL PRODUCTIONS 401(K) PLAN

WW TOOL AND CUTTER GRINDING CO

WW TOOL AND CUTTER GRINDING CO SOCA BENEFIT PLAN