Original filing (PDF)20230331074557NAL0083516866001

KOEHLER-BORDEN & ASSOCIATES, INC.

Name: KOEHLER-BORDEN & ASSOCIATES, INC. — KOEHLER-BORDEN & ASSOCIATES, INC. 401(K) P/S PLAN, Form 5500 (2022)
Creator: KOEHLER-BORDEN & ASSOCIATES, INC.

Form 5500-SF

FILING_RECEIVED

KOEHLER-BORDEN & ASSOCIATES, INC. 401(K) P/S PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan health score

Top-tier plan health

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

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 KOEHLER-BORDEN & ASSOCIATES, INC..

Plan sponsor

Name

KOEHLER-BORDEN & ASSOCIATES, INC.

EIN

34-1278375

Address

375 BREEA CIR NE · NORTH CANTON, OH · 44720

Phone

(330) 497-1151

Industry

Wholesale Tradesee all

Plan administrator

Name

KOEHLER-BORDEN & ASSOCIATES, INC.

EIN

34-1278375

City

NORTH CANTON, OH

Phone

(330) 497-1151

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-30

Filed

2023-03-31

Pension benefit codes

2G · Total participant-directed accounts

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

2F · ERISA section 404(c)

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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