Original filing (PDF)20250326120858NAL0015803537001

T.R. HEDGE & ASSOCIATES, INC.

Name: T.R. HEDGE & ASSOCIATES, INC. — HR BUTLER MEP RETIREMENT PLAN, Form 5500 (2023)
Creator: T.R. HEDGE & ASSOCIATES, INC.

Form 5500

FILING_RECEIVED

HR BUTLER MEP RETIREMENT PLAN

401(k) retirement plan

Signals · 2

Late filing · 4.3 moLate participant contributions

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

How this plan invests

This plan

1 collective trust

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score

Above-average plan

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 50% of scoring inputs for this filing.

Compliance & integrity

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Knocking points off

Filed 4.3 months past the 10.5-month grace window.
Delinquent participant contributions reported (Schedule H 4a) — 295K (15% of contributions).

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 T.R. HEDGE & ASSOCIATES, INC..

Plan sponsor

Name

T.R. HEDGE & ASSOCIATES, INC.

EIN

31-1256367

Address

63 CORBINS MILL DRIVE · DUBLIN, OH · 43017

Phone

(614) 923-2900

Industry

Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2025-03-26

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

PLANTE & MORAN, PLLC

Trustee / custodian

Service providers (Schedule C)

2 rows

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
THE PENSION DESIGN GROUP	46-2028188	WORTHINGTON, OH	N/A	$40K	—
LIBERTAS WEALTH MANAGEMENT, INC.	20-2766535	COLUMBUS, OH	N/A	$38K	—

Investments

1 pooled fund· $6.4M

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.