· 2022–2024 · DOL EFAST2

Herlihy Moving & Storage — Herlihy Moving & Storage, Form 5500 (2024)

Original filing (PDF)20260330131101NAL0013304723001

Herlihy Moving & Storage

Form 5500-SF

FILING_RECEIVED

Herlihy Moving & Storage SOCA Benefit Plan

Health & welfare plan · Herlihy Moving & Storage's Herlihy Moving & Storage SOCA Benefit Plan held $919 in plan assets for 9 participants in 2024.

Active participants

9

Accounts w/ balance

—

Plan assets (EOY)

$919

Net assets (EOY)

$300

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 HERLIHY MOVING & STORAGE.

Plan sponsor

Name

HERLIHY MOVING & STORAGE

EIN

31-4392903all filings

Address

3759 JACKSON PIKE · GROVE CITY, OH · 43123

Phone

(614) 871-4040

Industry

Transportation & Warehousing

Plan administrator

Name

MATT APPENZELLER

EIN

47-1277622

City

CINCINNATI, OH

Phone

(513) 452-5103

Plan characteristics

Plan number

501

Plan year

2024

Plan year begin

2024-09-01

Tax period

2025-08-31

Filed

2026-03-30

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 Transportation & Warehousing plans

The Professionals Inc.

Professionals Inc. 401(k) Plan

$927 · 81 participants

Yanyecic Trucking LLC

Yanyecic Trucking 401(k) Plan

$931 · 1 participants

Jermaine Gilyard Transportation LLC

Jermaine Gilyard Transportation 401(k) Plan

$907 · 2 participants

E- RUSH Trucking LLC

E- RUSH Trucking LLC - 401(k)

$903 · 1 participants

George's Transport, LLC

George's Transport, LLC 401(k) Plan

$938 · 2 participants

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