Original filing (PDF)20240731151437NAL0012814019001

STROOP MARSHALL ENTERPRISES LT

Name: STROOP MARSHALL ENTERPRISES LT — STROOP MARSHALL ENTERPRISES LT 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2023)
Creator: STROOP MARSHALL ENTERPRISES LT

Form 5500-SF

FILING_RECEIVED

STROOP MARSHALL ENTERPRISES LT 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$221K

Net assets (EOY)

$221K

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for STROOP MARSHALL ENTERPRISES LT.

Plan sponsor

Name

STROOP MARSHALL ENTERPRISES LT

EIN

31-1464888

Address

1340 E STROOP RD · KETTERING, OH · 454294926

Phone

(937) 361-4571

Industry

Accommodation & Food Servicessee all

Plan administrator

Name

ERISA FIDUCIARY SERVICES INC

EIN

47-1637791

City

HAUPPAUGE, NY

Phone

(631) 249-0500

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-07-31

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Accommodation & Food Services plans

TRADITIONS RESTAURANT LLC

TRADITIONS EMPLOYEE RETIREMENT PLAN

$221K · 16 participants

EAST LYME CAFE, LLC

SMOKEY O'GRADY'S 401(K) PLAN

$221K · 4 participants

BUCKHORN CAFE

BUCKHORN CAFE 401(K) PLAN

$220K · 104 participants

KJ CAPITAL HOLDINGS LLC

TPC QUALIFIED PLANS LLC RETIREMENT SAVINGS PLAN

$220K · 22 participants

STATION 9 INC

STATION 9 INC 401(K) PROFIT SHARING PLAN & TRUST

$220K · 18 participants