Original filing (PDF)20241129074659NAL0019376114001

TUFTS SCHILDMEYER FAMILY FUNERAL HOMES

Name: TUFTS SCHILDMEYER FAMILY FUNERAL HOMES — TUFTS SCHILDMEYER FAMILY FUNERAL HOMES SOCA BENEFIT PLAN, Form 5500 (2023)
Creator: TUFTS SCHILDMEYER FAMILY FUNERAL HOMES

Form 5500-SF

FILING_RECEIVED

TUFTS SCHILDMEYER FAMILY FUNERAL HOMES 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 TUFTS SCHILDMEYER FAMILY FUNERAL HOMES.

Plan sponsor

Name

TUFTS SCHILDMEYER FAMILY FUNERAL HOMES

EIN

31-0921087

Address

129 N RIVERSIDE DRIVE · LOVELAND, OH · 45140

Phone

(513) 683-2430

Industry

Other Services (ex. Public Admin)see 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

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