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Original filing (PDF)20250729141202NAL0002905489001

K. W. SERVICE, INC.

Form 5500-SF
FILING_RECEIVED
K. W. SERVICE, INC. SOCA BENEFIT PLAN
Health & welfare plan
Active participants
11
Accounts w/ balance
Plan assets (EOY)
$8K
Net assets (EOY)
$3K
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
  • Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
  • No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for K. W. SERVICE, INC..
Plan sponsor
Name
K. W. SERVICE, INC.
EIN
34-1670205
Address
12236 JEFFERSON ST · PERRYSBURG, OH · 43551
Phone
(734) 848-2300
Industry
Professional & Technical Servicessee 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

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