Original filing (PDF)20251229133146NAL0009770643001

TRADEMARK MANAGEMENT LLC

Name: TRADEMARK MANAGEMENT LLC — TRADEMARK MANAGEMENT LLC CBS BENEFIT PLAN, Form 5500 (2024)
Creator: TRADEMARK MANAGEMENT LLC

Form 5500-SF

FILING_RECEIVED

TRADEMARK MANAGEMENT LLC CBS BENEFIT PLAN

Health & welfare plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$150

Net assets (EOY)

$48

Plan health score (directional)

—

/ 100

Limited data

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TRADEMARK MANAGEMENT LLC.

Plan sponsor

Name

TRADEMARK MANAGEMENT LLC

EIN

33-3165029

Address

250 W MAIN ST · STE 3150 · LEXINGTON, KY · 40507

Phone

(859) 327-6833

Industry

Real Estatesee all

Plan administrator

Name

JOSEPH HSU

EIN

84-6429706

City

FRANKFORT, KY

Phone

(502) 695-4700

Plan characteristics

Plan number

501

Plan year

2024

Plan year begin

2025-02-01

Tax period

2025-05-31

Filed

2025-12-29

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

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