Original filing (PDF)20250729141432NAL0007760786001

RIVER FINANCIAL GROUP

Name: RIVER FINANCIAL GROUP — RIVER FINANCIAL GROUP SOCA BENEFIT PLAN, Form 5500 (2024)
Creator: RIVER FINANCIAL GROUP

Form 5500-SF

FILING_RECEIVED

RIVER FINANCIAL GROUP SOCA BENEFIT PLAN

Health & welfare plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$359

Net assets (EOY)

$127

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 RIVER FINANCIAL GROUP.

Plan sponsor

Name

RIVER FINANCIAL GROUP

EIN

32-0062447

Address

2035 CROCKER RD SUITE 103 · WESTLAKE, OH · 44145

Phone

(440) 730-3131

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

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-29

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

Related plans

Similar-size Retail Trade plans

M&M SEAFOOD

M&M SEAFOOD 401(K) PLAN

$358 · 6 participants

SUNSET IN PARADISE

SUNSET IN PARADISE SOCA BENEFIT PLAN

$500 · 2 participants

CLARKS CUSTOM MEAT CO

CLARKS CUSTOM MEAT CO MCF BENEFIT PLAN

$666 · 7 participants

SHORELINE SEAFOOD, INC.

SHORELINE SEAFOOD, INC. 401(K) PROFIT SHARING PLAN

HORZES ENTERTAINMENT LLC

HORZES ENTERTAINMENT LLC 401(K) PROFIT SHARING PLAN & TRUST

$0 · 5 participants