Original filing (PDF)20240730141406NAL0020882225001

LODESTAR CONSULTING

Name: LODESTAR CONSULTING — LODESTAR CONSULTING SOCA BENEFIT PLAN, Form 5500 (2023)
Creator: LODESTAR CONSULTING

Form 5500-SF

FILING_RECEIVED

LODESTAR CONSULTING SOCA BENEFIT PLAN

Health & welfare plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

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 LODESTAR CONSULTING.

Plan sponsor

Name

LODESTAR CONSULTING

EIN

31-1640145all filings

Address

1502 MARKLAND ST · COLUMBUS, OH · 43235

Phone

(614) 783-8999

Industry

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

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-07-30

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 Professional & Technical Services plans

A2 HOLDINGS, LLC D/B/A A2 BENEFITS

A2 401(K) PLAN

ABODU INC

ABODU 401(K) PLAN

NORTHERN SHIPPING FUND MANAGEMENT LLC

NORTHERN SHIPPING FUND MANAGEMENT LLC 401(K) PLAN

THE INSIGHT STUDIO

THE INSIGHT STUDIO 401(K) PLAN

SANTINA M FRYER LCC

SANTINA M FRYER LCC 401(K)

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