Original filing (PDF)20250429080703NAL0000355664001

BUSINESS VOLUNTEERS UNLIMITED

Name: BUSINESS VOLUNTEERS UNLIMITED — BUSINESS VOLUNTEERS UNLIMITED 403(B), Form 5500 (2024)
Creator: BUSINESS VOLUNTEERS UNLIMITED

Form 5500-SF

FILING_RECEIVED

BUSINESS VOLUNTEERS UNLIMITED 403(B)

403(b) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.0M

Net assets (EOY)

$2.0M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BUSINESS VOLUNTEERS UNLIMITED.

Plan sponsor

Name

BUSINESS VOLUNTEERS UNLIMITED

EIN

34-1724581

Address

1300 E. 9TH STREET · SUITE 1220 · CLEVELAND, OH · 44114

Phone

(216) 736-7711

Industry

Other Services (ex. Public Admin)see all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-04-29

Pension benefit codes

2M · 403(b)(7) custodial accounts

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

2G · Total participant-directed accounts

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Other Services (ex. Public Admin) plans

THE WILLIAM R. MOORE COLLEGE OF TECHNOLOGY

$2.0M · 37 participants

THE NORD FAMILY FOUNDATION

THE NORD FAMILY FOUNDATION RETIREMENT PLAN

$2.0M · 6 participants

ANCHOR HOUSE, INC.

ANCHOR HOUSE, INC. 403(B) PLAN

$2.0M · 43 participants

UPPER MANHATTAN EMPOWERMENT ZONE

UMEZDC 401(K)PLAN

$2.0M · 13 participants

GREATER HARTFORD COMMUNITY FOUNDATION, INC.

GREATER HARTFORD COMMUNITY FOUNDATION, INC. RETIREMENT SAVINGS PLAN