Original filing (PDF)20241129074749NAL0005642835001

HEINZ AND ASSOCIATES INC

Name: HEINZ AND ASSOCIATES INC — HEINZ AND ASSOCIATES INC SOCA BENEFIT PLAN, Form 5500 (2023)
Creator: HEINZ AND ASSOCIATES INC

Form 5500-SF

FILING_RECEIVED

HEINZ AND ASSOCIATES INC SOCA BENEFIT PLAN

Health & welfare plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

Plan health score (directional)

—

/ 100

Limited data

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HEINZ AND ASSOCIATES INC.

Plan sponsor

Name

HEINZ AND ASSOCIATES INC

EIN

31-1245044

Address

8801 LYRA DR · COLUMBUS, OH · 43240

Phone

(614) 433-0101

Industry

Retail Tradesee 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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