Original filing (PDF)20251126140917NAL0007112368001

MARGARET K GRENDELL

Name: MARGARET K GRENDELL — MARGARET K GRENDELL SOCA BENEFIT PLAN, Form 5500 (2024)
Creator: MARGARET K GRENDELL

Form 5500-SF

FILING_RECEIVED

MARGARET K GRENDELL SOCA BENEFIT PLAN

Health & welfare plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$2K

Net assets (EOY)

$524

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 MARGARET K GRENDELL.

Plan sponsor

Name

MARGARET K GRENDELL

EIN

30-2709256

Address

8709 LAKE FOREST TRAIL · CHAGRIN FALLS, OH · 44023

Phone

(216) 990-1879

Industry

Health Care & Social Assistancesee 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 Health Care & Social Assistance plans

ONE NEURO PSYCHOLOGY

ONE NEURO PSYCHOLOGY 401(K) PLAN

$2K · 10 participants

THRIVING MINDS ACADEMY, LLC

THRIVING MINDS ACADEMY, LLC 401(K) PLAN

$2K · 5 participants

ROSE HANNA MARRIAGE COUNSELING SERVICES CO.

ROSE HANNA MARRIAGE COUNSELING SERVICES CO. 401(K) PLAN

$2K · 5 participants

LOTUS FAMILY SERVICES

LOTUS FAMILY SERVICES 403(B) PLAN

$2K · 7 participants

PROACTIVE BEHAVIORAL HEALTH SOLUTIONS, INC.

PROACTIVE BEHAVIORAL HEALTH SOLUTIONS, INC. 401(K) PLAN