· 2022–2024 · DOL EFAST2

SMS Retirement — SMS Retirement SOCA Benefit Plan, Form 5500 (2023)

Original filing (PDF)20241129074925NAL0005644259001

SMS Retirement

Form 5500-SF

FILING_RECEIVED

SMS Retirement SOCA Benefit Plan

Health & welfare plan · SMS Retirement's SMS Retirement SOCA Benefit Plan filed a Form 5500 for plan year 2023.

Active participants

0

Accounts w/ balance

—

Plan assets (EOY)

$0

Net assets (EOY)

$0

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 SMS RETIREMENT.

Plan sponsor

Name

SMS RETIREMENT

EIN

Address

4540 COOPER RD · CINCINNATI, OH · 45242

Phone

(513) 984-6100

Industry

Finance & Insurance

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

Related plans

Similar-size Finance & Insurance plans

Buckingham Asset Management, LLC

Buckingham Asset Management, LLC 401(k) Profit Sharing Plan

JFL Consulting, Inc.

Vaughn Wealth Management LLC

Vaughn Wealth Management LLC 401(k) Profit Sharing Plan & Trust

Farient Advisors, LLC

Farient Advisors, LLC 401(k) Plan

Scsam, LLC DBA Stanislav Asset Management

Stanislav Asset Management 401(k) Plan

Researching more plans? Run a Form 5500 search by company name, EIN, or plan name.