Original filing (PDF)20250509083658NAL0013125921001

SCHOTTENSTEIN STORES CORPORATION

Name: SCHOTTENSTEIN STORES CORPORATION — ASSOCIATES' BENEFIT PLAN #SS2, Form 5500 (2023)
Creator: SCHOTTENSTEIN STORES CORPORATION

Form 5500

FILING_RECEIVED

ASSOCIATES' BENEFIT PLAN #SS2

Health & welfare plan

Signals · 4

100% in single holding~3750 bps in Sched C feesNo recordkeeper disclosed6 service providers

Active participants

2,007

Accounts w/ balance

—

Plan assets (EOY)

$5.0M

Net assets (EOY)

$2.8M

How this plan invests

This plan

1 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Average plan with room to improve

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.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Total administrative cost in the bottom quartile of peers (1st percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SCHOTTENSTEIN STORES CORPORATION.

Plan sponsor

Name

SCHOTTENSTEIN STORES CORPORATION

EIN

31-0820773all filings

Address

4300 E 5TH AVENUE · COLUMBUS, OH · 43219

Phone

(614) 449-4238

Industry

Retail Tradesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

501

Plan year

2023

Plan year begin

2023-08-01

Tax period

2024-07-31

Filed

2025-05-09

Welfare benefit codes

4A · Health (other than dental or vision)

4D · Dental

4E · Vision

Audit & trust (Schedule H)

Auditor

BAKER TILLY US LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

6 rows

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
COMMUNITY INSURANCE COMPANY	31-1440175	—	N/A	$1.3M	—
EXPRESS SCRIPTS	43-1420563	ST LOUIS, MA	N/A	$380K	—
WILLIS TOWER WATSON	34-1174529	COLUMBUS, OH	N/A	$151K	—
BAKER TILLY US, LLP	39-0859910	—	N/A	$21K