Original filing (PDF)20250729141020NAL0001379795001

E.R. BOLIANTZ CO., INC.

Name: E.R. BOLIANTZ CO., INC. — E.R. BOLIANTZ CO., INC. SOCA BENEFIT PLAN, Form 5500 (2024)
Creator: E.R. BOLIANTZ CO., INC.

Form 5500-SF

FILING_RECEIVED

E.R. BOLIANTZ CO., INC. SOCA BENEFIT PLAN

Health & welfare plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$14K

Net assets (EOY)

$5K

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 E.R. BOLIANTZ CO., INC..

Plan sponsor

Name

E.R. BOLIANTZ CO., INC.

EIN

34-1540242

Address

1535 CLEVELAND RD · ASHLAND, OH · 44805

Phone

(419) 289-0736

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

LOUIS FOODS INC

LOUIS FOODS INC SOCA BENEFIT PLAN

$15K · 3 participants

NORTH POLE INC

NORTH POLE INC 401(K) PLAN

$11K · 1 participants

EUCLID SEAFOOD INC

$16K · 7 participants

SAN PEDRO FISH & OYSTER CORP

SAN PEDRO FISH & OYSTER CORP 401(K) PROFIT SHARING PLAN & TRUST

$9K · 10 participants

PORT CLINTON FISHERIES

PORT CLINTON FISHERIES SOCA BENEFIT PLAN

$18K · 7 participants