Original filing (PDF)20250721082456NAL0003089698001

PLAN SAVING & SHEPLER CO, LPA

Name: PLAN SAVING & SHEPLER CO, LPA — PLAN SAVING & SHEPLER CO, LPA 401(K) PROFIT SHARING PLAN & TRU, Form 5500 (2024)
Creator: PLAN SAVING & SHEPLER CO, LPA

Form 5500-SF

FILING_RECEIVED

PLAN SAVING & SHEPLER CO, LPA 401(K) PROFIT SHARING PLAN & TRU

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$601K

Net assets (EOY)

$601K

Plan health score

Top-tier plan health

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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (90th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PLAN SAVING & SHEPLER CO, LPA.

Plan sponsor

Name

PLAN SAVING & SHEPLER CO, LPA

EIN

31-0961548all filings

Address

9 E. 2ND STREET · LOGAN, OH · 43138

Phone

(740) 385-2181

Industry