HORENSTEIN, NICHOLSON, AND BLUMENTHAL, LPA SOCA BENEFIT PLAN
Health & welfare plan
Active participants
30
Accounts w/ balance
—
Plan assets (EOY)
$49K
Net assets (EOY)
$17K
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 HORENSTEIN, NICHOLSON, AND BLUMENTHAL, LPA.
Plan sponsor
Name
HORENSTEIN, NICHOLSON, AND BLUMENTHAL, LPA
EIN
31-0981315
Address
124 E 3RD ST · DAYTON, OH · 45402
Phone
(937) 424-3100
Industry
Law Offices· Professional & Technical Servicessee 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.
