Back to filter
Original filing (PDF)20250922083628NAL0005773968001
BOBCAT ENTERPRISES, INC.
Form 5500
FILING_RECEIVED
BOBCAT ENTERPRISES WELFARE BENEFIT PLAN
Health & welfare plan
Signals · 2
No auditor on fileNo recordkeeper disclosed
Active participants
163
Accounts w/ balance
—
Plan assets (EOY)
—
Net assets (EOY)
—
Plan health score (directional)
75
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
60
Concentration risk
75
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
- No independent qualified public accountant (IQPA) named.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BOBCAT ENTERPRISES, INC..
Plan sponsor
Name
BOBCAT ENTERPRISES, INC.
EIN
31-0860716
Address
9605 PRINCETON-GLENDALE ROAD · WEST CHESTER, OH · 45011
Phone
(513) 874-8945
Industry
Wholesale Tradesee all
Plan administrator
Name
BOBCAT ENTERPRISES, INC.
EIN
31-0860716
City
WEST CHESTER, OH
Phone
(513) 874-8945
Plan characteristics
Plan number
511
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-22
Welfare benefit codes
4A · Health (other than dental or vision)
4B · Life Insurance
4D · Dental
4E · Vision
4F · Temporary Disability (accident and sickness)
4H · Long-Term Disability
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CUSTOM DESIGN BENEFITS, LLC | 81-0798821 | CINCINNATI, OH | — | $66K | — |
| RX RESULTS | 26-3233073 | LITTLE ROCK, AR | — | $6K | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.
Related plans
Other plans using CUSTOM DESIGN BENEFITS, LLC
OHIO EDUCATION ASSOCIATION
OHIO EDUCATION ASSOCIATION GROUP BENEFIT PLAN
$19.8M · 181 participants
CLIPPARD INSTRUMENT LABORATORY,INC
CLIPPARD INSTRUMENT LABORATORY, INC. HEALTH CARE PLAN
$152K · 135 participants
AED ENTERPRISES, LLC
DEWEYS PIZZA HEALTHCARE PLAN
— · 199 participants
JOHNSON INVESTMENT COUNSEL, INC
JOHNSON INVESTMENT COUNSEL INC EMPLOYEE BENEFIT PLAN
— · 158 participants
HOLLAND ROOFING
HOLLAND ROOFING WELFARE BENEFIT PLAN
— · 235 participants
OHIO VALLEY GOODWILL INDUSTRIES
OHIO VALLEY GOODWILL MEDICAL INSURANCE PLAN
— · 167 participants
Similar-size Wholesale Trade plans
PETESPOWER, INC.
PETESPOWER, INC. 401(K) PLAN
$0
BETTER BUILT HEATING & COOLING
BETTER BUILT HEATING & COOLING 401(K) PROFIT SHARING PLAN & TRUST
$0 · 3 participants
CONSTRUCTION PARTS, LLC
CONSTRUCTION PARTS, LLC 401(K) P/S PLAN
$0
UPSILON INTERNATIONAL CORPORATION
UPSILON INTERNATIONAL CORPORATION 401(K) PLAN
$0
MCKINNEY EQUIPMENT, INC.
MCKINNEY EQUIPMENT INC. PROFIT SHARING PLAN
$0
JKBC LLC
JKBC LLC 401K PLAN
$0
Large plans in Ohio
GENERAL ELECTRIC COMPANY, OPERATING AS GE AEROSPACE
GENERAL ELECTRIC PENSION TRUST
$24.9B
THE PROCTER & GAMBLE COMPANY
PROCTER & GAMBLE PROFIT SHARING TRUST & EMPLOYEE STOCK OWNERSHIP PLAN
$22.0B · 35,178 participants
GENERAL ELECTRIC COMPANY, OPERATING AS GE AEROSPACE
GE AEROSPACE PENSION TRUST
$19.1B
GENERAL ELECTRIC COMPANY, OPERATING AS GE AEROSPACE
GE AEROSPACE PENSION PLAN
$19.0B · 8,887 participants
GENERAL ELECTRIC COMPANY
GE AEROSPACE RETIREMENT SAVINGS PLAN
$14.7B · 29,163 participants
THE KROGER CO.
THE KROGER CO. 401(K) RETIREMENT SAVINGS ACCOUNT PLAN
$11.8B · 380,891 participants