Original filing (PDF)20250327131933NAL0012382947001

COZZA INC

Name: COZZA INC — COZZA INC SOCA BENEFIT PLAN, Form 5500 (2023)
Creator: COZZA INC

Form 5500-SF

FILING_RECEIVED

COZZA INC SOCA BENEFIT PLAN

Health & welfare plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

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 COZZA INC.

Plan sponsor

Name

COZZA INC

EIN

34-1501902

Address

59 YOUNGSTOWN WARREN ROAD · NILES, OH · 44446

Phone

(330) 652-6341

Industry

Real Estatesee 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

2023-09-01

Tax period

2024-08-31

Filed

2025-03-27

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 Real Estate plans

SANDS LEASING CO., INC.

SANDS LEASING COMPANY, INC. PROFIT SHARING PLAN

LAKE VIEW SQUARE ASSOCIATES LP

MINDS CORPORATION

MINDS CORPORATION 401(K) PLAN

CAMERON INTERESTS, LP

CAMERON INTERESTS, LP 401(K) PLAN

HEALTHCARE TRUST OF AMERICA, INC.

HEALTHCARE TRUST OF AMERICA, INC. 401(K) PLAN